Glassman Wealth Services’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 |
-251
| Closed | -$8.36K | – | 722 |
|
|
2023
Q4 | $8.36K | Hold |
251
| – | – | ﹤0.01% | 926 |
|
|
2023
Q3 | $7.13K | Sell |
251
-10
| -4% | -$284 | ﹤0.01% | 958 |
|
|
2023
Q2 | $7.09K | Buy |
261
+5
| +2% | +$136 | ﹤0.01% | 897 |
|
|
2023
Q1 | $6.5K | Sell |
256
-7
| -3% | -$178 | ﹤0.01% | 927 |
|
|
2022
Q4 | $7.55K | Hold |
263
| – | – | ﹤0.01% | 905 |
|
|
2022
Q3 | $7K | Buy |
263
+65
| +33% | +$1.73K | ﹤0.01% | 899 |
|
|
2022
Q2 | $5K | Sell |
198
-21
| -10% | -$530 | ﹤0.01% | 994 |
|
|
2022
Q1 | $7K | Sell |
219
-60
| -22% | -$1.92K | ﹤0.01% | 921 |
|
|
2021
Q4 | $9K | Buy |
279
+232
| +494% | +$7.48K | ﹤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% | +$426 | ﹤0.01% | 1005 |
|
|
2020
Q1 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1240 |
|
|
2019
Q4 | – | Sell |
-20
| Closed | – | – | 1254 |
|
|
2019
Q3 | $0 | Buy |
20
+14
| +233% | – | ﹤0.01% | 1128 |
|
|
2019
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1152 |
|