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 |
|