Capital Fund Management (CFM)’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,412
| Closed | -$665K | – | 823 |
|
|
2023
Q3 | $665K | Buy |
+23,412
| New | +$665K | ﹤0.01% | 563 |
|
|
2021
Q1 | – | Sell |
-222,870
| Closed | -$5.7M | – | 645 |
|
|
2020
Q4 | $5.7M | Buy |
+222,870
| New | +$5.7M | 0.05% | 159 |
|
|
2020
Q3 | – | Sell |
-160,515
| Closed | -$3.1M | – | 669 |
|
|
2020
Q2 | $3.1M | Buy |
+160,515
| New | +$3.1M | 0.05% | 150 |
|