Simplicity Solutions’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
$459K Buy
13,787
+6,282
+84% +$209K 0.01% 695
2023
Q3
$213K Sell
7,505
-881
-11% -$25K 0.01% 890
2023
Q2
$228K Sell
8,386
-9,607
-53% -$261K 0.01% 930
2023
Q1
$457K Buy
+17,993
New +$457K 0.01% 721