Evoke Wealth’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-432
| Closed | -$11K | – | 619 |
|
|
2022
Q3 | $11K | Sell |
432
-111
| -20% | -$2.83K | ﹤0.01% | 735 |
|
|
2022
Q2 | $14K | Sell |
543
-35
| -6% | -$902 | ﹤0.01% | 716 |
|
|
2022
Q1 | $18K | Hold |
578
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $19K | Buy |
+578
| New | +$19K | ﹤0.01% | 686 |
|
|
2020
Q1 | – | Sell |
-65
| Closed | -$1.61K | – | 1205 |
|
|
2019
Q4 | $1.61K | Buy |
+65
| New | +$1.61K | ﹤0.01% | 1108 |
|