First Trust Direct Indexing’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$535K Buy
2024
Q2
$498K Buy
2024
Q1
$348K Buy
2023
Q4
$279K Buy
2023
Q3
$235K Sell
2023
Q2
$238K Sell
2023
Q1
$224K Sell
2022
Q4
$254K Buy
2022
Q3
$231K Sell
2022
Q2
$232K Buy
2022
Q1
$255K Sell
2021
Q4
$279K Sell
2021
Q3
$257K Sell
2021
Q2
$271K Buy