UBS Group’s Equitable Financial Corp. EQFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-93
| Closed | -$1K | – | 7505 |
|
|
2018
Q2 | $1K | Buy |
93
+30
| +48% | +$323 | ﹤0.01% | 6990 |
|
|
2018
Q1 | $1K | Sell |
63
-1,344
| -96% | -$21.3K | ﹤0.01% | 6847 |
|
|
2017
Q4 | $15K | Buy |
1,407
+449
| +47% | +$4.79K | ﹤0.01% | 5819 |
|
|
2017
Q3 | $10K | Buy |
958
+451
| +89% | +$4.71K | ﹤0.01% | 6011 |
|
|
2017
Q2 | $5K | Buy |
+507
| New | +$5K | ﹤0.01% | 6235 |
|
|
2016
Q4 | – | Sell |
-147
| Closed | -$1K | – | 7285 |
|
|
2016
Q3 | $1K | Buy |
147
+58
| +65% | +$395 | ﹤0.01% | 6651 |
|
|
2016
Q2 | $1K | Sell |
89
-500
| -85% | -$5.62K | ﹤0.01% | 6722 |
|
|
2016
Q1 | $5K | Buy |
+589
| New | +$5K | ﹤0.01% | 6196 |
|
|
2015
Q4 | – | Sell |
-2,415
| Closed | -$20K | – | 7342 |
|
|
2015
Q3 | $20K | Buy |
+2,415
| New | +$20K | ﹤0.01% | 5465 |
|