Berman Capital Advisors’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 | $42K | Buy |
1,435
+68
| +5% | +$1.99K | 0.01% | 739 |
|
|
2021
Q2 | $41K | Buy |
1,367
+140
| +11% | +$4.2K | 0.01% | 654 |
|
|
2021
Q1 | $40K | Hold |
1,227
| – | – | 0.01% | 559 |
|
|
2020
Q4 | $31K | Buy |
1,227
+3
| +0.2% | +$76 | 0.01% | 547 |
|
|
2020
Q3 | $22K | Sell |
1,224
-194
| -14% | -$3.49K | 0.01% | 547 |
|
|
2020
Q2 | $27K | Buy |
1,418
+721
| +103% | +$13.7K | 0.01% | 462 |
|
|
2020
Q1 | $10K | Buy |
+697
| New | +$10K | ﹤0.01% | 663 |
|