Balasa Dinverno & Foltz’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.71M | Buy |
|
|||||
|
2022
Q2 | $1.35M | Sell |
|
|||||
|
2022
Q1 | $1.61M | Sell |
|
|||||
|
2021
Q4 | $1.81M | Sell |
|
|||||
|
2021
Q3 | $1.66M | Sell |
|
|||||
|
2021
Q2 | $1.86M | Sell |
|
|||||
|
2021
Q1 | $2.08M | Sell |
|
|||||
|
2020
Q4 | $1.7M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $700K | Buy |
|
|||||
|
2019
Q3 | $498K | Sell |
|
|||||
|
2019
Q2 | $1.36M | Buy |
|