Itau Unibanco Holding S.A.’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,691
| Closed | -$107K | – | 538 |
|
|
2022
Q4 | $107K | Sell |
3,691
-433
| -10% | -$12.5K | ﹤0.01% | 282 |
|
|
2022
Q3 | $109K | Buy |
4,124
+217
| +6% | +$5.74K | ﹤0.01% | 293 |
|
|
2022
Q2 | $102K | Buy |
+3,907
| New | +$102K | ﹤0.01% | 279 |
|
|
2019
Q4 | – | Sell |
-2,854
| Closed | -$59K | – | 883 |
|
|
2019
Q3 | $59K | Hold |
2,854
| – | – | ﹤0.01% | 227 |
|
|
2019
Q2 | $59K | Sell |
2,854
-4,865
| -63% | -$101K | ﹤0.01% | 548 |
|
|
2019
Q1 | $123K | Hold |
7,719
| – | – | 0.01% | 306 |
|
|
2018
Q4 | $123K | Buy |
+7,719
| New | +$123K | 0.01% | 306 |
|
|
2018
Q3 | – | Sell |
-7,082
| Closed | -$146K | – | 657 |
|
|
2018
Q2 | $146K | Buy |
+7,082
| New | +$146K | 0.02% | 420 |
|