TWM
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Tradition Wealth Management’s Equitable Holdings EQH Stock Holding History

Tradition Wealth Management’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-154
Closed -$5K – 624
2023
Q4 		$5K Hold
154
– – ﹤0.01% 1148
2023
Q3 		$4K Hold
154
– – ﹤0.01% 1226
2023
Q2 		$4K Hold
154
– – ﹤0.01% 1261
2023
Q1 		$4K Buy
+154
New +$4K ﹤0.01% 1201