BerganKDV Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.53K | Hold |
15
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $3.04K | Hold |
15
| – | – | ﹤0.01% | 768 |
|
|
2022
Q4 | $2.92K | Hold |
15
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $3K | Sell |
15
-1
| -6% | -$200 | ﹤0.01% | 764 |
|
|
2022
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 773 |
|
|
2021
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 772 |
|
|
2021
Q2 | $4K | Buy |
16
+1
| +7% | +$250 | ﹤0.01% | 724 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 727 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 725 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 693 |
|
|
2020
Q2 | $3K | Sell |
15
-16
| -52% | -$3.2K | ﹤0.01% | 695 |
|
|
2020
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 607 |
|
|
2019
Q4 | $4K | Buy |
31
+7
| +29% | +$903 | ﹤0.01% | 656 |
|
|
2019
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 603 |
|
|
2019
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $2K | Buy |
24
+9
| +60% | +$750 | ﹤0.01% | 609 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 601 |
|