Symmetry Partners’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 |
-8,419
| Closed | -$239K | – | 521 |
|
|
2023
Q3 | $239K | Sell |
8,419
-1,327
| -14% | -$37.7K | 0.01% | 474 |
|
|
2023
Q2 | $265K | Hold |
9,746
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $247K | Hold |
9,746
| – | – | 0.01% | 491 |
|
|
2022
Q4 | $280K | Hold |
9,746
| – | – | 0.02% | 475 |
|
|
2022
Q3 | $257K | Buy |
9,746
+1,927
| +25% | +$50.8K | 0.02% | 481 |
|
|
2022
Q2 | $204K | Hold |
7,819
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $242K | Hold |
7,819
| – | – | 0.02% | 539 |
|
|
2021
Q4 | $256K | Hold |
7,819
| – | – | 0.02% | 549 |
|
|
2021
Q3 | $239K | Buy |
7,819
+1,214
| +18% | +$37.1K | 0.02% | 602 |
|
|
2021
Q2 | $201K | Hold |
6,605
| – | – | 0.01% | 643 |
|
|
2021
Q1 | $215K | Buy |
+6,605
| New | +$215K | 0.02% | 612 |
|