TCI Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-250	Closed	-$6.35K	–	838
2023 Q1	$6.35K	Sell	250 -143	-36%	-$4.22K	﹤0.01%	1365
2022 Q4	$11.3K	Buy	393 +3	+0.8%	+$89	﹤0.01%	988
2022 Q3	$10K	Buy	390 +21	+6%	+$597	﹤0.01%	1000
2022 Q2	$10K	Sell	369 -38	-9%	-$1.1K	﹤0.01%	1001
2022 Q1	$13K	Buy	407 +4	+1%	+$132	﹤0.01%	923
2021 Q4	$13K	Hold	403	–	–	﹤0.01%	963
2021 Q3	$12K	Buy	403 +16	+4%	+$484	﹤0.01%	972
2021 Q2	$12K	Hold	387	–	–	﹤0.01%	846
2021 Q1	$13K	Buy	387 +154	+66%	+$4.44K	0.01%	705
2020 Q4	$6K	Hold	233	–	–	﹤0.01%	800
2020 Q3	$4K	Hold	233	–	–	﹤0.01%	835
2020 Q2	$4K	Hold	233	–	–	﹤0.01%	792
2020 Q1	$3K	Buy	+233	New	+$5.09K	﹤0.01%	852
2018 Q4	–	Sell	-179	Closed	-$4K	–	1494
2018 Q3	$4K	Hold	179	–	–	﹤0.01%	839
2018 Q2	$4K	Buy	+179	New	+$3.81K	﹤0.01%	836