TFO Wealth Partners’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$532 | – | 270 |
|
|
2024
Q1 | $532 | Hold |
14
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $466 | Hold |
14
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $380 | Hold |
14
| – | – | ﹤0.01% | 551 |
|
|
2023
Q2 | $380 | Hold |
14
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $355 | Buy |
14
+12
| +600% | +$304 | ﹤0.01% | 326 |
|
|
2022
Q4 | $189 | Buy |
+2
| New | +$189 | ﹤0.01% | 643 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$1K | – | 247 |
|
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 401 |
|