Aperio Group’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $12.6M | Sell |
491,095
-241,505
| -33% | -$6.18M | 0.04% | 466 |
|
|
2020
Q3 | $13.4M | Buy |
732,600
+88,403
| +14% | +$1.61M | 0.05% | 385 |
|
|
2020
Q2 | $12.4M | Buy |
644,197
+490,209
| +318% | +$9.46M | 0.05% | 392 |
|
|
2020
Q1 | $2.23M | Sell |
153,988
-141,953
| -48% | -$2.05M | 0.01% | 980 |
|
|
2019
Q4 | $7.33M | Sell |
295,941
-106,185
| -26% | -$2.63M | 0.03% | 596 |
|
|
2019
Q3 | $8.91M | Sell |
402,126
-207,579
| -34% | -$4.6M | 0.04% | 511 |
|
|
2019
Q2 | $12.7M | Buy |
609,705
+530,883
| +674% | +$11.1M | 0.05% | 400 |
|
|
2019
Q1 | $1.59M | Buy |
78,822
+2,433
| +3% | +$49K | 0.01% | 1141 |
|
|
2018
Q4 | $1.27M | Sell |
76,389
-168,448
| -69% | -$2.8M | 0.01% | 1177 |
|
|
2018
Q3 | $5.25M | Buy |
+244,837
| New | +$5.25M | 0.02% | 667 |
|