Bartlett & Co Wealth Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$761 | – | 978 |
|
|
2021
Q2 | $761 | Hold |
25
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $815 | Sell |
25
-20
| -44% | -$652 | ﹤0.01% | 1003 |
|
|
2020
Q4 | $1.15K | Buy |
+45
| New | +$1.15K | ﹤0.01% | 1020 |
|
|
2019
Q2 | – | Sell |
-101
| Closed | -$2.03K | – | 784 |
|
|
2019
Q1 | $2.03K | Buy |
+101
| New | +$2.03K | ﹤0.01% | 649 |
|