Aevitas Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $782K | Buy |
4,023
+127
| +3% | +$24.7K | 0.46% | 52 |
|
|
2022
Q3 | $668K | Sell |
3,896
-27
| -0.7% | -$4.63K | 0.5% | 55 |
|
|
2022
Q2 | $717K | Buy |
3,923
+4
| +0.1% | +$731 | 0.49% | 57 |
|
|
2022
Q1 | $929K | Buy |
3,919
+172
| +5% | +$40.8K | 0.57% | 49 |
|
|
2021
Q4 | $1.1M | Buy |
3,747
+62
| +2% | +$18.2K | 0.65% | 43 |
|
|
2021
Q3 | $934K | Buy |
3,685
+478
| +15% | +$121K | 0.6% | 49 |
|
|
2021
Q2 | $768K | Buy |
3,207
+3
| +0.1% | +$718 | 0.49% | 58 |
|
|
2021
Q1 | $580K | Buy |
3,204
+574
| +22% | +$104K | 0.4% | 63 |
|
|
2020
Q4 | $507K | Buy |
+2,630
| New | +$507K | 0.37% | 66 |
|