BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.85K | Hold |
68
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $1.73K | Hold |
68
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $1.95K | Hold |
68
| – | – | ﹤0.01% | 804 |
|
|
2022
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 799 |
|
|
2022
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 846 |
|
|
2021
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 907 |
|
|
2021
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 873 |
|
|
2021
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 805 |
|
|
2021
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 771 |
|
|
2020
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 769 |
|
|
2020
Q3 | $1K | Hold |
68
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 843 |
|