Carroll Financial Associates’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8K | Sell |
244
-237
| -49% | -$7.77K | ﹤0.01% | 1216 |
|
|
2021
Q3 | $14K | Sell |
481
-282
| -37% | -$8.21K | ﹤0.01% | 1091 |
|
|
2021
Q2 | $23K | Buy |
763
+519
| +213% | +$15.6K | ﹤0.01% | 1037 |
|
|
2021
Q1 | $7K | Hold |
244
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q4 | $6K | Hold |
244
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q3 | $4K | Hold |
244
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q2 | $4K | Sell |
244
-186
| -43% | -$3.05K | ﹤0.01% | 1234 |
|
|
2020
Q1 | $6K | Hold |
430
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q4 | $10K | Buy |
430
+84
| +24% | +$1.95K | ﹤0.01% | 1051 |
|
|
2019
Q3 | $7K | Hold |
346
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q2 | $7K | Buy |
346
+143
| +70% | +$2.89K | ﹤0.01% | 1101 |
|
|
2019
Q1 | $4K | Hold |
203
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q4 | $3K | Buy |
+203
| New | +$3K | ﹤0.01% | 1123 |
|