Intersect Capital’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $494K | Buy |
18,946
+10,441
| +123% | +$272K | 0.15% | 153 |
|
2022
Q1 | $263K | Buy |
8,505
+665
| +8% | +$20.6K | 0.05% | 346 |
|
2021
Q4 | $257K | Hold |
7,840
| – | – | 0.05% | 342 |
|
2021
Q3 | $232K | Sell |
7,840
-86
| -1% | -$2.55K | 0.04% | 341 |
|
2021
Q2 | $241K | Buy |
7,926
+94
| +1% | +$2.86K | 0.04% | 306 |
|
2021
Q1 | $255K | Sell |
7,832
-51
| -0.6% | -$1.66K | 0.05% | 270 |
|
2020
Q4 | $202K | Buy |
+7,883
| New | +$202K | 0.04% | 271 |
|