Private Advisor Group’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 |
-7,169
| Closed | -$204K | – | 2230 |
|
|
2023
Q3 | $204K | Sell |
7,169
-2,227
| -24% | -$63.2K | ﹤0.01% | 1855 |
|
|
2023
Q2 | $255K | Sell |
9,396
-850
| -8% | -$23.1K | ﹤0.01% | 1724 |
|
|
2023
Q1 | $260K | Sell |
10,246
-536
| -5% | -$13.6K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $309 | Buy |
10,782
+63
| +0.6% | +$2 | ﹤0.01% | 1451 |
|
|
2022
Q3 | $282K | Sell |
10,719
-8,755
| -45% | -$230K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $508K | Buy |
19,474
+10,213
| +110% | +$266K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $287K | Buy |
9,261
+2,405
| +35% | +$74.5K | ﹤0.01% | 1699 |
|
|
2021
Q4 | $225K | Buy |
+6,856
| New | +$225K | ﹤0.01% | 1861 |
|
|
2021
Q2 | – | Sell |
-6,257
| Closed | -$204K | – | 1975 |
|
|
2021
Q1 | $204K | Buy |
+6,257
| New | +$204K | ﹤0.01% | 1727 |
|