Bogart Wealth LLC’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$521 | – | 1474 |
|
|
2025
Q1 | $521 | Buy |
+10
| New | +$521 | ﹤0.01% | 1255 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$631 | – | 1149 |
|
|
2022
Q4 | $631 | Buy |
+22
| New | +$631 | ﹤0.01% | 899 |
|
|
2020
Q4 | – | Sell |
-58
| Closed | -$1K | – | 487 |
|
|
2020
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 412 |
|