Apogem Capital’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-26,260
| Closed | -$812K | – | 166 |
|
|
2022
Q1 | $812K | Sell |
26,260
-442
| -2% | -$13.7K | 0.56% | 59 |
|
|
2021
Q4 | $876K | Sell |
26,702
-945
| -3% | -$31K | 0.57% | 61 |
|
|
2021
Q3 | $819K | Sell |
27,647
-38
| -0.1% | -$1.13K | 0.52% | 66 |
|
|
2021
Q2 | $843K | Buy |
27,685
+4,941
| +22% | +$150K | 0.54% | 66 |
|
|
2021
Q1 | $742K | Buy |
+22,744
| New | +$742K | 0.5% | 63 |
|