Disciplined Investments’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-47
| Closed | -$1.28K | – | 550 |
|
|
2023
Q2 | $1.28K | Sell |
47
-36
| -43% | -$978 | ﹤0.01% | 853 |
|
|
2023
Q1 | $2.11K | Buy |
83
+16
| +24% | +$406 | ﹤0.01% | 640 |
|
|
2022
Q4 | $1.92K | Sell |
67
-3
| -4% | -$86 | ﹤0.01% | 638 |
|
|
2022
Q3 | $2K | Sell |
70
-9
| -11% | -$257 | ﹤0.01% | 620 |
|
|
2022
Q2 | $2K | Buy |
79
+11
| +16% | +$278 | ﹤0.01% | 646 |
|
|
2022
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 677 |
|