Greenwich Investment 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
Q2 | – | Sell |
-57,738
| Closed | -$2.2M | – | 39 |
|
|
2024
Q1 | $2.2M | Sell |
57,738
-3,774
| -6% | -$143K | 1.73% | 14 |
|
|
2023
Q4 | $2.05M | Sell |
61,512
-861
| -1% | -$28.7K | 1.54% | 15 |
|
|
2023
Q3 | $1.77M | Sell |
62,373
-2,185
| -3% | -$62K | 1.4% | 14 |
|
|
2023
Q2 | $1.75M | Sell |
64,558
-450
| -0.7% | -$12.2K | 1.32% | 15 |
|
|
2023
Q1 | $1.65M | Sell |
65,008
-125
| -0.2% | -$3.17K | 1.27% | 19 |
|
|
2022
Q4 | $1.87M | Sell |
65,133
-1,000
| -2% | -$28.7K | 1.49% | 17 |
|
|
2022
Q3 | $1.74M | Hold |
66,133
| – | – | 1.37% | 23 |
|
|
2022
Q2 | $1.72M | Sell |
66,133
-450
| -0.7% | -$11.7K | 1.24% | 23 |
|
|
2022
Q1 | $2.06M | Sell |
66,583
-9,012
| -12% | -$279K | 1.23% | 26 |
|
|
2021
Q4 | $2.48M | Buy |
+75,595
| New | +$2.48M | 1.68% | 18 |
|