Capital Asset Advisory Services’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 |
-941
| Closed | -$223K | – | 323 |
|
|
2023
Q2 | $223K | Sell |
941
-173
| -16% | -$40.9K | 0.02% | 304 |
|
|
2023
Q1 | $226K | Sell |
1,114
-156
| -12% | -$31.6K | 0.02% | 314 |
|
|
2022
Q4 | $272K | Sell |
1,270
-1,622
| -56% | -$347K | 0.02% | 287 |
|
|
2022
Q3 | $496K | Sell |
2,892
-1,451
| -33% | -$249K | 0.06% | 167 |
|
|
2022
Q2 | $794K | Buy |
4,343
+187
| +4% | +$34.2K | 0.09% | 166 |
|
|
2022
Q1 | $985K | Buy |
4,156
+595
| +17% | +$141K | 0.1% | 152 |
|
|
2021
Q4 | $1.04M | Buy |
3,561
+153
| +4% | +$44.8K | 0.11% | 133 |
|
|
2021
Q3 | $864K | Buy |
3,408
+27
| +0.8% | +$6.85K | 0.1% | 159 |
|
|
2021
Q2 | $810K | Buy |
3,381
+348
| +11% | +$83.4K | 0.09% | 168 |
|
|
2021
Q1 | $549K | Buy |
3,033
+425
| +16% | +$76.9K | 0.08% | 231 |
|
|
2020
Q4 | $503K | Buy |
2,608
+303
| +13% | +$58.4K | 0.09% | 199 |
|
|
2020
Q3 | $362K | Buy |
2,305
+847
| +58% | +$133K | 0.08% | 205 |
|
|
2020
Q2 | $240K | Sell |
1,458
-12
| -0.8% | -$1.98K | 0.05% | 295 |
|
|
2020
Q1 | $210K | Buy |
+1,470
| New | +$210K | 0.06% | 272 |
|