Townsend & Associates’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,679
| Closed | -$222K | – | 111 |
|
|
2023
Q2 | $222K | Sell |
7,679
-864
| -10% | -$25K | 0.06% | 116 |
|
|
2023
Q1 | $222K | Sell |
8,543
-43,544
| -84% | -$1.13M | 0.09% | 111 |
|
|
2022
Q4 | $1.69M | Sell |
52,087
-453
| -0.9% | -$14.7K | 0.83% | 48 |
|
|
2022
Q3 | $1.58M | Buy |
52,540
+3,050
| +6% | +$91.7K | 0.73% | 48 |
|
|
2022
Q2 | $1.27M | Buy |
+49,490
| New | +$1.27M | 0.59% | 60 |
|