Berman Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $273K | Buy |
1,079
+161
| +18% | +$40.7K | 0.04% | 216 |
|
|
2021
Q2 | $219K | Buy |
918
+114
| +14% | +$27.2K | 0.03% | 217 |
|
|
2021
Q1 | $145K | Sell |
804
-378
| -32% | -$68.2K | 0.03% | 232 |
|
|
2020
Q4 | $227K | Buy |
1,182
+93
| +9% | +$17.9K | 0.05% | 147 |
|
|
2020
Q3 | $170K | Sell |
1,089
-25
| -2% | -$3.9K | 0.05% | 164 |
|
|
2020
Q2 | $191K | Sell |
1,114
-52
| -4% | -$8.92K | 0.05% | 148 |
|
|
2020
Q1 | $138K | Sell |
1,166
-31
| -3% | -$3.67K | 0.04% | 154 |
|
|
2019
Q4 | $167K | Sell |
1,197
-1
| -0.1% | -$140 | 0.05% | 157 |
|
|
2019
Q3 | $168K | Sell |
1,198
-1
| -0.1% | -$140 | 0.05% | 148 |
|
|
2019
Q2 | $162K | Buy |
1,199
+10
| +0.8% | +$1.35K | 0.05% | 149 |
|
|
2019
Q1 | $140K | Sell |
1,189
-126
| -10% | -$14.8K | 0.05% | 156 |
|
|
2018
Q4 | $122K | Buy |
+1,315
| New | +$122K | 0.05% | 151 |
|