M Holdings Securities’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,226
| Closed | -$432K | – | 187 |
|
|
2023
Q3 | $432K | Buy |
+15,226
| New | +$432K | 0.06% | 163 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 234 |
|
|
2023
Q1 | – | Sell |
-20,469
| Closed | -$587K | – | 379 |
|
|
2022
Q4 | $587K | Sell |
20,469
-400
| -2% | -$11.5K | 0.06% | 226 |
|
|
2022
Q3 | $550K | Buy |
20,869
+250
| +1% | +$6.59K | 0.06% | 222 |
|
|
2022
Q2 | $538K | Buy |
20,619
+850
| +4% | +$22.2K | 0.05% | 237 |
|
|
2022
Q1 | $611K | Buy |
+19,769
| New | +$611K | 0.05% | 259 |
|
|
2021
Q2 | $559K | Buy |
+18,369
| New | +$559K | 0.05% | 184 |
|