TCI Wealth Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$6.35K | – | 838 |
|
|
2023
Q1 | $6.35K | Sell |
250
-143
| -36% | -$3.63K | ﹤0.01% | 1365 |
|
|
2022
Q4 | $11.3K | Buy |
393
+3
| +0.8% | +$86 | ﹤0.01% | 988 |
|
|
2022
Q3 | $10K | Buy |
390
+21
| +6% | +$538 | ﹤0.01% | 1000 |
|
|
2022
Q2 | $10K | Sell |
369
-38
| -9% | -$1.03K | ﹤0.01% | 1000 |
|
|
2022
Q1 | $13K | Buy |
407
+4
| +1% | +$128 | ﹤0.01% | 923 |
|
|
2021
Q4 | $13K | Hold |
403
| – | – | ﹤0.01% | 963 |
|
|
2021
Q3 | $12K | Buy |
403
+16
| +4% | +$476 | ﹤0.01% | 957 |
|
|
2021
Q2 | $12K | Hold |
387
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $13K | Buy |
387
+154
| +66% | +$5.17K | 0.01% | 687 |
|
|
2020
Q4 | $6K | Hold |
233
| – | – | ﹤0.01% | 776 |
|
|
2020
Q3 | $4K | Hold |
233
| – | – | ﹤0.01% | 818 |
|
|
2020
Q2 | $4K | Hold |
233
| – | – | ﹤0.01% | 780 |
|
|
2020
Q1 | $3K | Buy |
+233
| New | +$3K | ﹤0.01% | 842 |
|
|
2018
Q4 | – | Sell |
-179
| Closed | -$4K | – | 1482 |
|
|
2018
Q3 | $4K | Hold |
179
| – | – | ﹤0.01% | 829 |
|
|
2018
Q2 | $4K | Buy |
+179
| New | +$4K | ﹤0.01% | 836 |
|