BSW Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,516
| Closed | -$357K | – | 256 |
|
|
2023
Q2 | $357K | Sell |
1,516
-2
| -0.1% | -$471 | 0.07% | 157 |
|
|
2023
Q1 | $308K | Buy |
1,518
+51
| +3% | +$10.3K | 0.06% | 209 |
|
|
2022
Q4 | $285K | Buy |
+1,467
| New | +$285K | 0.06% | 230 |
|
|
2022
Q2 | – | Sell |
-845
| Closed | -$200K | – | 290 |
|
|
2022
Q1 | $200K | Buy |
845
+33
| +4% | +$7.81K | 0.05% | 277 |
|
|
2021
Q4 | $238K | Hold |
812
| – | – | 0.06% | 225 |
|
|
2021
Q3 | $206K | Buy |
+812
| New | +$206K | 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 | +$220K | 0.07% | 167 |
|