Sowell Financial Services’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,411
| Closed | -$225K | – | 1164 |
|
|
2021
Q1 | $225K | Buy |
6,411
+927
| +17% | +$32.5K | 0.01% | 984 |
|
|
2020
Q4 | $140K | Buy |
5,484
+4,382
| +398% | +$112K | 0.01% | 1011 |
|
|
2020
Q3 | $20K | Sell |
1,102
-898
| -45% | -$16.3K | ﹤0.01% | 1559 |
|
|
2020
Q2 | $39K | Buy |
2,000
+1,696
| +558% | +$33.1K | ﹤0.01% | 1244 |
|
|
2020
Q1 | $4K | Buy |
304
+140
| +85% | +$1.84K | ﹤0.01% | 1883 |
|
|
2019
Q4 | $4K | Hold |
164
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q3 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 1826 |
|