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BSW Wealth Partners’s Equifax EFX Stock Holding History

BSW Wealth Partners’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,516
Closed -$357K – 256
2023
Q2 		$357K Sell
1,516
-2
-0.1% -$421 0.07% 157
2023
Q1 		$308K Buy
1,518
+51
+3% +$10.6K 0.06% 209
2022
Q4 		$285K Buy
+1,467
New +$268K 0.06% 230
2022
Q2 		– Sell
-845
Closed -$200K – 290
2022
Q1 		$200K Buy
845
+33
+4% +$7.78K 0.05% 277
2021
Q4 		$238K Hold
812
– – 0.06% 225
2021
Q3 		$206K Buy
+812
New +$211K 0.06% 234
2021
Q2 		– Sell
-1,141
Closed -$207K – 244
2021
Q1 		$207K Hold
1,141
– – 0.06% 206
2020
Q4 		$220K Buy
+1,141
New +$192K 0.07% 167

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