J.P. Morgan Private Wealth Advisors’s Equitable Holdings EQH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.81M | Buy |
63,912
+10,923
| +21% | +$310K | 0.01% | 774 |
|
|
2023
Q2 | $1.44M | Sell |
52,989
-7,813
| -13% | -$212K | 0.01% | 663 |
|
|
2023
Q1 | $1.54M | Buy |
60,802
+22,508
| +59% | +$571K | ﹤0.01% | 980 |
|
|
2022
Q4 | $1.1M | Buy |
38,294
+20,680
| +117% | +$594K | ﹤0.01% | 1100 |
|
|
2022
Q3 | $464K | Sell |
17,614
-6,271
| -26% | -$165K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $623K | Sell |
23,885
-11,709
| -33% | -$305K | ﹤0.01% | 1366 |
|
|
2022
Q1 | $1.1M | Buy |
35,594
+4,880
| +16% | +$151K | ﹤0.01% | 1179 |
|
|
2021
Q4 | $1.01M | Buy |
30,714
+4,748
| +18% | +$156K | ﹤0.01% | 1238 |
|
|
2021
Q3 | $770K | Buy |
25,966
+9,492
| +58% | +$281K | ﹤0.01% | 1325 |
|
|
2021
Q2 | $502K | Buy |
16,474
+5,320
| +48% | +$162K | ﹤0.01% | 1478 |
|
|
2021
Q1 | $364K | Sell |
11,154
-9,396
| -46% | -$307K | ﹤0.01% | 1449 |
|
|
2020
Q4 | $526K | Sell |
20,550
-4,049
| -16% | -$104K | ﹤0.01% | 1269 |
|
|
2020
Q3 | $449K | Sell |
24,599
-464
| -2% | -$8.47K | ﹤0.01% | 1202 |
|
|
2020
Q2 | $483K | Buy |
25,063
+8,338
| +50% | +$161K | ﹤0.01% | 1120 |
|
|
2020
Q1 | $241K | Buy |
+16,725
| New | +$241K | ﹤0.01% | 1218 |
|