Equitable Trust’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Hold |
5,116
| – | – | 0.03% | 289 |
|
|
2025
Q1 | $518K | Sell |
5,116
-213
| -4% | -$21.6K | 0.03% | 302 |
|
|
2024
Q4 | $492K | Sell |
5,329
-500
| -9% | -$46.2K | 0.03% | 324 |
|
|
2024
Q3 | $563K | Hold |
5,829
| – | – | 0.04% | 289 |
|
|
2024
Q2 | $500K | Sell |
5,829
-600
| -9% | -$51.5K | 0.03% | 300 |
|
|
2024
Q1 | $531K | Buy |
6,429
+2,634
| +69% | +$218K | 0.04% | 293 |
|
|
2023
Q4 | $253K | Hold |
3,795
| – | – | 0.02% | 374 |
|
|
2023
Q3 | $255K | Hold |
3,795
| – | – | 0.02% | 365 |
|
|
2023
Q2 | $257K | Hold |
3,795
| – | – | 0.02% | 358 |
|
|
2023
Q1 | $205K | Sell |
3,795
-403
| -10% | -$21.8K | 0.02% | 384 |
|
|
2022
Q4 | $251K | Buy |
+4,198
| New | +$251K | 0.02% | 356 |
|
|
2021
Q4 | – | Sell |
-21,638
| Closed | -$1.29M | – | 378 |
|
|
2021
Q3 | $1.29M | Buy |
+21,638
| New | +$1.29M | 0.08% | 164 |
|