D.A. Davidson & Co’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-44,272
| Closed | -$1.15M | – | 1289 |
|
|
2022
Q2 | $1.15M | Sell |
44,272
-658
| -1% | -$17.2K | 0.01% | 555 |
|
|
2022
Q1 | $1.39M | Buy |
44,930
+4,126
| +10% | +$128K | 0.02% | 552 |
|
|
2021
Q4 | $1.34M | Buy |
40,804
+494
| +1% | +$16.2K | 0.01% | 573 |
|
|
2021
Q3 | $1.2M | Buy |
40,310
+5,855
| +17% | +$174K | 0.01% | 578 |
|
|
2021
Q2 | $1.05M | Buy |
34,455
+4,573
| +15% | +$139K | 0.01% | 614 |
|
|
2021
Q1 | $975K | Buy |
29,882
+2,250
| +8% | +$73.4K | 0.01% | 595 |
|
|
2020
Q4 | $707K | Buy |
+27,632
| New | +$707K | 0.01% | 602 |
|