Lake Point Wealth Management’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 | $10K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2022
Q1 | $12K | Hold |
400
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $13K | Buy |
400
+100
| +33% | +$3.25K | 0.01% | 146 |
|
|
2021
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 167 |
|
|
2021
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 181 |
|
|
2020
Q1 | $3K | Buy |
200
+100
| +100% | +$1.5K | ﹤0.01% | 222 |
|
|
2019
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 480 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 528 |
|