Schubert & Co’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-133
| Closed | -$3.38K | – | 510 |
|
|
2023
Q1 | $3.38K | Sell |
133
-66
| -33% | -$1.68K | ﹤0.01% | 650 |
|
|
2022
Q4 | $5.71K | Sell |
199
-20
| -9% | -$574 | 0.01% | 393 |
|
|
2022
Q3 | $6K | Buy |
219
+98
| +81% | +$2.69K | 0.01% | 337 |
|
|
2022
Q2 | $3K | Buy |
121
+66
| +120% | +$1.64K | ﹤0.01% | 573 |
|
|
2022
Q1 | $2K | Buy |
55
+11
| +25% | +$400 | ﹤0.01% | 393 |
|
|
2021
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 616 |
|