OAM
Optimal Asset Management’s Equitable Holdings EQH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $843K | Hold |
28,434
| – | – | 0.11% | 254 |
|
|
2021
Q2 | $866K | Hold |
28,434
| – | – | 0.1% | 265 |
|
|
2021
Q1 | $928K | Buy |
+28,434
| New | +$928K | 0.12% | 243 |
|
|
2020
Q4 | – | Sell |
-14,134
| Closed | -$258K | – | 395 |
|
|
2020
Q3 | $258K | Buy |
+14,134
| New | +$258K | 0.04% | 388 |
|