Cambridge Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11K | Sell |
41
-9
| -18% | -$2.41K | ﹤0.01% | 574 |
|
|
2023
Q4 | $12.4K | Hold |
50
| – | – | ﹤0.01% | 558 |
|
|
2023
Q3 | $9.16K | Hold |
50
| – | – | ﹤0.01% | 589 |
|
|
2023
Q2 | $11.8K | Hold |
50
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $10.1K | Sell |
50
-14
| -22% | -$2.84K | ﹤0.01% | 626 |
|
|
2022
Q4 | $12K | Hold |
64
| – | – | ﹤0.01% | 612 |
|
|
2022
Q3 | $11K | Sell |
64
-184
| -74% | -$31.6K | ﹤0.01% | 633 |
|
|
2022
Q2 | $45K | Sell |
248
-134
| -35% | -$24.3K | ﹤0.01% | 492 |
|
|
2022
Q1 | $91K | Sell |
382
-96
| -20% | -$22.9K | ﹤0.01% | 441 |
|
|
2021
Q4 | $140K | Buy |
+478
| New | +$140K | ﹤0.01% | 386 |
|