ALPS Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,498
| Closed | -$274K | – | 1098 |
|
2022
Q2 | $274K | Sell |
1,498
-694
| -32% | -$127K | ﹤0.01% | 888 |
|
2022
Q1 | $520K | Buy |
2,192
+852
| +64% | +$202K | 0.01% | 426 |
|
2021
Q4 | $392K | Buy |
1,340
+13
| +1% | +$3.8K | ﹤0.01% | 685 |
|
2021
Q3 | $336K | Sell |
1,327
-638
| -32% | -$162K | ﹤0.01% | 817 |
|
2021
Q2 | $471K | Hold |
1,965
| – | – | ﹤0.01% | 525 |
|
2021
Q1 | $356K | Buy |
+1,965
| New | +$356K | ﹤0.01% | 559 |
|
2017
Q3 | – | Sell |
-4,537
| Closed | -$623K | – | 808 |
|
2017
Q2 | $623K | Buy |
4,537
+959
| +27% | +$132K | ﹤0.01% | 334 |
|
2017
Q1 | $489K | Buy |
+3,578
| New | +$489K | ﹤0.01% | 476 |
|