Avantax Planning Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-697
| Closed | -$205K | – | 439 |
|
|
2024
Q3 | $205K | Buy |
+697
| New | +$205K | 0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-638
| Closed | -$83K | – | 523 |
|
|
2018
Q3 | $83K | Buy |
+638
| New | +$83K | 0.01% | 382 |
|
|
2018
Q2 | – | Sell |
-703
| Closed | -$83K | – | 558 |
|
|
2018
Q1 | $83K | Buy |
+703
| New | +$83K | 0.01% | 437 |
|