Level Four Advisory Services’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,254
| Closed | -$221K | – | 518 |
|
|
2021
Q2 | $221K | Sell |
7,254
-1,050
| -13% | -$32K | 0.02% | 605 |
|
|
2021
Q1 | $271K | Hold |
8,304
| – | – | 0.02% | 527 |
|
|
2020
Q4 | $212K | Buy |
+8,304
| New | +$212K | 0.02% | 550 |
|
|
2020
Q3 | – | Sell |
-12,248
| Closed | -$235K | – | 554 |
|
|
2020
Q2 | $235K | Buy |
12,248
+677
| +6% | +$13K | 0.02% | 506 |
|
|
2020
Q1 | $162K | Buy |
11,571
+1,610
| +16% | +$22.5K | 0.02% | 464 |
|
|
2019
Q4 | $245K | Sell |
9,961
-58
| -0.6% | -$1.43K | 0.01% | 497 |
|
|
2019
Q3 | $222K | Buy |
10,019
+466
| +5% | +$10.3K | 0.02% | 454 |
|
|
2019
Q2 | $200K | Buy |
+9,553
| New | +$200K | 0.02% | 509 |
|