Atria Wealth Solutions’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,860
| Closed | -$498K | – | 1942 |
|
|
2024
Q1 | $498K | Buy |
1,860
+71
| +4% | +$19K | 0.01% | 1267 |
|
|
2023
Q4 | $442K | Sell |
1,789
-3
| -0.2% | -$742 | 0.01% | 1271 |
|
|
2023
Q3 | $328K | Buy |
1,792
+8
| +0.4% | +$1.47K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $420K | Sell |
1,784
-6
| -0.3% | -$1.41K | 0.01% | 1238 |
|
|
2023
Q1 | $363K | Buy |
1,790
+9
| +0.5% | +$1.83K | 0.01% | 1311 |
|
|
2022
Q4 | $346K | Sell |
1,781
-2,072
| -54% | -$403K | 0.01% | 1267 |
|
|
2022
Q3 | $661K | Buy |
3,853
+1,817
| +89% | +$312K | 0.01% | 885 |
|
|
2022
Q2 | $372K | Sell |
2,036
-2,153
| -51% | -$393K | 0.01% | 1084 |
|
|
2022
Q1 | $993K | Buy |
+4,189
| New | +$993K | 0.02% | 737 |
|