FDx Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,818
| Closed | -$253K | – | 777 |
|
|
2023
Q1 | $253K | Hold |
8,818
| – | – | 0.01% | 630 |
|
|
2022
Q4 | $253K | Buy |
+8,818
| New | +$253K | 0.01% | 630 |
|
|
2022
Q1 | – | Sell |
-13,469
| Closed | -$442K | – | 861 |
|
|
2021
Q4 | $442K | Buy |
13,469
+85
| +0.6% | +$2.79K | 0.01% | 574 |
|
|
2021
Q3 | $397K | Buy |
13,384
+2,646
| +25% | +$78.5K | 0.01% | 573 |
|
|
2021
Q2 | $327K | Buy |
+10,738
| New | +$327K | 0.01% | 633 |
|
|
2021
Q1 | – | Sell |
-8,145
| Closed | -$208K | – | 776 |
|
|
2020
Q4 | $208K | Buy |
+8,145
| New | +$208K | 0.01% | 677 |
|