HM Payson & Co’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-44
| Closed | -$1K | – | 956 |
|
|
2022
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 944 |
|
|
2022
Q2 | $1K | Sell |
44
-245
| -85% | -$5.57K | ﹤0.01% | 990 |
|
|
2022
Q1 | $9K | Buy |
289
+44
| +18% | +$1.37K | ﹤0.01% | 849 |
|
|
2021
Q4 | $8K | Hold |
245
| – | – | ﹤0.01% | 895 |
|
|
2021
Q3 | $7K | Hold |
245
| – | – | ﹤0.01% | 863 |
|
|
2021
Q2 | $7K | Hold |
245
| – | – | ﹤0.01% | 852 |
|
|
2021
Q1 | $8K | Hold |
245
| – | – | ﹤0.01% | 888 |
|
|
2020
Q4 | $6K | Buy |
+245
| New | +$6K | ﹤0.01% | 910 |
|