Bartlett & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$6K | – | 1051 |
|
|
2022
Q4 | $6K | Hold |
30
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $5K | Sell |
30
-158
| -84% | -$26.3K | ﹤0.01% | 913 |
|
|
2022
Q2 | $34K | Buy |
188
+158
| +527% | +$28.6K | ﹤0.01% | 642 |
|
|
2022
Q1 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 873 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 964 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 911 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 936 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 996 |
|
|
2013
Q4 | – | Sell |
-41
| Closed | -$2K | – | 715 |
|
|
2013
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 728 |
|