Valley National Advisers’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-135	Closed	-$5K	–	868
2024 Q2	$5K	Hold	135	–	–	﹤0.01%	748
2024 Q1	$5K	Buy	135 +15	+13%	+$556	﹤0.01%	772
2023 Q4	$3K	Buy	120 +70	+140%	+$1.75K	﹤0.01%	869
2023 Q3	$1K	Buy	+50	New	+$1K	﹤0.01%	921