Dynamic Value Portfolio EQH Holdings History
Dynamic Value Portfolio's Equitable Holdings Inc Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND TRUST held - shares of Equitable Holdings Inc(EQH), totaling N/A. This investment constitutes 0% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND TRUST now holds 0% of the outstanding Equitable Holdings Inc(EQH) stock.
The initial trade took place in 2022Q2. And since then Dynamic Value Portfolio has made 3 purchases of EQH, at an average price of $26.43, for a total of 32,850.00 shares. In addition, there have been 4 sales at an average price of $30.22 for 32,850.00 shares. Based on historical transaction data and EQH's current price of $55.67, Dynamic Value Portfolio's estimated gain on his EQH holdings is $124,571.07, reflecting a 14.35% gain to date.
Dynamic Value Portfolio EQH ($55.67) Holding Chart
Dynamic Value Portfolio EQH ($55.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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