Interchange Capital Partners’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,146
| Closed | -$356K | – | 169 |
|
|
2023
Q1 | $356K | Buy |
14,146
+7,064
| +100% | +$178K | 0.19% | 128 |
|
|
2022
Q4 | $203K | Buy |
+7,082
| New | +$203K | 0.21% | 122 |
|
|
2022
Q2 | – | Sell |
-8,162
| Closed | -$252K | – | 159 |
|
|
2022
Q1 | $252K | Sell |
8,162
-52
| -0.6% | -$1.61K | 0.26% | 131 |
|
|
2021
Q4 | $269K | Buy |
+8,214
| New | +$269K | 0.27% | 126 |
|
|
2021
Q2 | – | Sell |
-4,451
| Closed | -$231K | – | 131 |
|
|
2021
Q1 | $231K | Sell |
4,451
-3,042
| -41% | -$158K | 0.13% | 202 |
|
|
2020
Q4 | $191K | Buy |
+7,493
| New | +$191K | 0.1% | 220 |
|