Balentine LLC’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 |
-7,618
| Closed | -$235K | – | 656 |
|
2022
Q1 | $235K | Buy |
+7,618
| New | +$235K | 0.01% | 499 |
|
2020
Q3 | – | Sell |
-487
| Closed | -$9K | – | 374 |
|
2020
Q2 | $9K | Buy |
487
+355
| +269% | +$6.56K | ﹤0.01% | 575 |
|
2020
Q1 | $2K | Buy |
+132
| New | +$2K | ﹤0.01% | 566 |
|