Baldwin Wealth 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 |
-300
| Closed | -$88.2K | – | 466 |
|
|
2024
Q3 | $88.2K | Buy |
+300
| New | +$88.2K | 0.01% | 427 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$69K | – | 489 |
|
|
2017
Q2 | $69K | Sell |
500
-500
| -50% | -$69K | 0.01% | 267 |
|
|
2017
Q1 | $137K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $118K | Hold |
1,000
| – | – | 0.02% | 216 |
|
|
2016
Q3 | $135K | Hold |
1,000
| – | – | 0.02% | 199 |
|
|
2016
Q2 | $128K | Hold |
1,000
| – | – | 0.03% | 191 |
|
|
2016
Q1 | $114K | Buy |
+1,000
| New | +$114K | 0.02% | 225 |
|