Wolff Wiese Magana’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$287 | – | 788 |
|
|
2022
Q4 | $287 | Hold |
10
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $0 | Sell |
10
-268
| -96% | – | ﹤0.01% | 869 |
|
|
2022
Q2 | $7K | Hold |
278
| – | – | 0.01% | 585 |
|
|
2022
Q1 | $9K | Sell |
278
-13
| -4% | -$421 | 0.01% | 548 |
|
|
2021
Q4 | $10K | Buy |
291
+16
| +6% | +$550 | 0.01% | 539 |
|
|
2021
Q3 | $8K | Sell |
275
-12
| -4% | -$349 | 0.01% | 556 |
|
|
2021
Q2 | $9K | Buy |
287
+65
| +29% | +$2.04K | 0.01% | 532 |
|
|
2021
Q1 | $7K | Buy |
+222
| New | +$7K | 0.01% | 536 |
|