SteelPeak Wealth’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-60,121
| Closed | -$1.86M | – | 412 |
|
2022
Q1 | $1.86M | Buy |
60,121
+30,375
| +102% | +$939K | 0.11% | 119 |
|
2021
Q4 | $975K | Buy |
29,746
+17,977
| +153% | +$589K | 0.06% | 172 |
|
2021
Q3 | $349K | Sell |
11,769
-30,291
| -72% | -$898K | 0.02% | 293 |
|
2021
Q2 | $1.28M | Buy |
+42,060
| New | +$1.28M | 0.09% | 145 |
|