Focused Wealth Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$1.73K | – | 390 |
|
|
2023
Q4 | $1.73K | Hold |
52
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $1.47K | Buy |
52
+1
| +2% | +$28 | ﹤0.01% | 775 |
|
|
2023
Q2 | $1.39K | Hold |
51
| – | – | ﹤0.01% | 794 |
|
|
2023
Q1 | $1.29K | Hold |
51
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.45K | Buy |
51
+1
| +2% | +$28 | ﹤0.01% | 778 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 799 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 775 |
|
|
2022
Q1 | $2K | Buy |
50
+1
| +2% | +$40 | ﹤0.01% | 729 |
|
|
2021
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 758 |
|
|
2021
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 820 |
|