Valeo Financial Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-126
| Closed | -$2K | – | 1685 |
|
|
2020
Q3 | $2K | Sell |
126
-87
| -41% | -$1.38K | ﹤0.01% | 1350 |
|
|
2020
Q2 | $4K | Buy |
213
+69
| +48% | +$1.3K | ﹤0.01% | 1500 |
|
|
2020
Q1 | $2K | Buy |
+144
| New | +$2K | ﹤0.01% | 1456 |
|
|
2018
Q4 | – | Sell |
-93
| Closed | -$2K | – | 1551 |
|
|
2018
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 1442 |
|
|
2018
Q2 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 1326 |
|