Capitolis Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-133,379
| Closed | -$4.37M | – | 259 |
|
2021
Q4 | $4.37M | Hold |
133,379
| – | – | 0.03% | 327 |
|
2021
Q3 | $4.29M | Buy |
133,379
+83,746
| +169% | +$2.7M | 0.04% | 240 |
|
2021
Q2 | $1.51M | Sell |
49,633
-24,812
| -33% | -$755K | 0.02% | 284 |
|
2021
Q1 | $2.43M | Sell |
74,445
-99,840
| -57% | -$3.26M | 0.04% | 229 |
|
2020
Q4 | $4.46M | Buy |
+174,285
| New | +$4.46M | 0.07% | 215 |
|