Bartlett & Co’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 | -$1K | – | 969 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 914 |
|
|
2021
Q1 | $1K | Sell |
25
-20
| -44% | -$800 | ﹤0.01% | 938 |
|
|
2020
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 998 |
|
|
2019
Q2 | – | Sell |
-101
| Closed | -$2K | – | 753 |
|
|
2019
Q1 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 648 |
|