JP Morgan Private Wealth Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.81M | Buy |
|
|||||
|
2023
Q2 | $1.44M | Sell |
|
|||||
|
2023
Q1 | $1.54M | Buy |
|
|||||
|
2022
Q4 | $1.1M | Buy |
|
|||||
|
2022
Q3 | $464K | Sell |
|
|||||
|
2022
Q2 | $623K | Sell |
|
|||||
|
2022
Q1 | $1.1M | Buy |
|
|||||
|
2021
Q4 | $1.01M | Buy |
|
|||||
|
2021
Q3 | $770K | Buy |
|
|||||
|
2021
Q2 | $502K | Buy |
|
|||||
|
2021
Q1 | $364K | Sell |
|
|||||
|
2020
Q4 | $526K | Sell |
|
|||||
|
2020
Q3 | $449K | Sell |
|
|||||
|
2020
Q2 | $483K | Buy |
|
|||||
|
2020
Q1 | $241K | Buy |
|