IBM Retirement Fund’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,169
| Closed | -$202K | – | 520 |
|
|
2021
Q4 | $202K | Sell |
6,169
-4,717
| -43% | -$154K | 0.03% | 548 |
|
|
2021
Q3 | $323K | Hold |
10,886
| – | – | 0.03% | 548 |
|
|
2021
Q2 | $331K | Sell |
10,886
-2,846
| -21% | -$86.5K | 0.03% | 555 |
|
|
2021
Q1 | $448K | Sell |
13,732
-1,222
| -8% | -$39.9K | 0.03% | 481 |
|
|
2020
Q4 | $383K | Buy |
14,954
+1,750
| +13% | +$44.8K | 0.03% | 534 |
|
|
2020
Q3 | $241K | Buy |
+13,204
| New | +$241K | 0.02% | 591 |
|