Global Endowment 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
Q4
Sell
-18,764
Closed -$789K 141
2024
Q3
$789K Sell
18,764
-71
-0.4% -$2.98K 0.08% 93
2024
Q2
$770K Sell
18,835
-4,097
-18% -$167K 0.08% 88
2024
Q1
$872K Sell
22,932
-6,170
-21% -$235K 0.09% 82
2023
Q4
$969K Sell
29,102
-5,400
-16% -$180K 0.11% 69
2023
Q3
$980K Buy
+34,502
New +$980K 0.1% 73