Glassman Wealth Services’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 Q1	–	Sell	-251	Closed	-$8.36K	–	718
2023 Q4	$8.36K	Hold	251	–	–	﹤0.01%	926
2023 Q3	$7.13K	Sell	251 -10	-4%	-$282	﹤0.01%	958
2023 Q2	$7.09K	Buy	261 +5	+2%	+$127	﹤0.01%	897
2023 Q1	$6.5K	Sell	256 -7	-3%	-$207	﹤0.01%	927
2022 Q4	$7.55K	Hold	263	–	–	﹤0.01%	905
2022 Q3	$7K	Buy	263 +65	+33%	+$1.85K	﹤0.01%	899
2022 Q2	$5K	Sell	198 -21	-10%	-$609	﹤0.01%	994
2022 Q1	$7K	Sell	219 -60	-22%	-$1.98K	﹤0.01%	921
2021 Q4	$9K	Buy	279 +232	+494%	+$7.62K	﹤0.01%	823
2021 Q3	$1K	Hold	47	–	–	﹤0.01%	1330
2021 Q2	$1K	Hold	47	–	–	﹤0.01%	1272
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	1086
2020 Q4	$1K	Hold	47	–	–	﹤0.01%	1196
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	1139
2020 Q2	$1K	Buy	47 +20	+74%	+$357	﹤0.01%	1005
2020 Q1	$0	Buy	+27	New	+$590	﹤0.01%	1240
2019 Q4	–	Sell	-20	Closed	–	–	1254
2019 Q3	$0	Buy	20 +14	+233%	+$300	﹤0.01%	1128
2019 Q2	$0	Buy	+6	New	+$129	﹤0.01%	1152