Bogart Wealth LLC’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$521 Buy
2023
Q1
Sell
2022
Q4
$631 Buy
2020
Q4
Sell
2020
Q3
$1K Hold
2020
Q2
$1K Buy