One Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,144	Closed	-$221K	–	197
2023 Q2	$221K	Sell	8,144 -377	-4%	-$10.2K	0.05%	190
2023 Q1	$216K	Buy	8,521 +3,484	+69%	+$88.5K	0.05%	182
2022 Q4	$145K	Buy	+5,037	New	+$145K	0.03%	237