AWE
Avidian Wealth Enterprises’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$237K | – | 150 |
|
|
2019
Q1 | $237K | Buy |
+2,000
| New | +$237K | 0.05% | 110 |
|
|
2018
Q4 | – | Sell |
-2,006
| Closed | -$262K | – | 97 |
|
|
2018
Q3 | $262K | Sell |
2,006
-1,994
| -50% | -$260K | 0.08% | 89 |
|
|
2018
Q2 | $500K | Hold |
4,000
| – | – | 0.16% | 55 |
|
|
2018
Q1 | $471K | Hold |
4,000
| – | – | 0.16% | 53 |
|
|
2017
Q4 | $472 | Hold |
4,000
| – | – | 0.13% | 49 |
|
|
2017
Q3 | $424K | Hold |
4,000
| – | – | 0.16% | 52 |
|
|
2017
Q2 | $550K | Hold |
4,000
| – | – | 0.23% | 31 |
|
|
2017
Q1 | $547K | Buy |
4,000
+2,000
| +100% | +$274K | 0.21% | 33 |
|
|
2016
Q4 | $236K | Buy |
+2,000
| New | +$236K | 0.1% | 70 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$257 | – | 83 |
|
|
2016
Q2 | $257 | Hold |
2,000
| – | – | 0.09% | 58 |
|
|
2016
Q1 | $229K | Hold |
2,000
| – | – | 0.12% | 70 |
|
|
2015
Q4 | $223K | Buy |
+2,000
| New | +$223K | 0.11% | 38 |
|