Carroll Financial Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $150K | Buy |
516
+209
| +68% | +$60.8K | 0.01% | 439 |
|
|
2021
Q3 | $77K | Hold |
307
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $73K | Buy |
307
+7
| +2% | +$1.66K | ﹤0.01% | 677 |
|
|
2021
Q1 | $54K | Hold |
300
| – | – | ﹤0.01% | 750 |
|
|
2020
Q4 | $57K | Hold |
300
| – | – | ﹤0.01% | 667 |
|
|
2020
Q3 | $47K | Hold |
300
| – | – | ﹤0.01% | 666 |
|
|
2020
Q2 | $51K | Hold |
300
| – | – | ﹤0.01% | 647 |
|
|
2020
Q1 | $35K | Hold |
300
| – | – | ﹤0.01% | 654 |
|
|
2019
Q4 | $42K | Hold |
300
| – | – | ﹤0.01% | 690 |
|
|
2019
Q3 | $42K | Hold |
300
| – | – | ﹤0.01% | 658 |
|
|
2019
Q2 | $40K | Hold |
300
| – | – | ﹤0.01% | 657 |
|
|
2019
Q1 | $35K | Hold |
300
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $28K | Hold |
300
| – | – | ﹤0.01% | 593 |
|
|
2018
Q3 | $39K | Sell |
300
-20
| -6% | -$2.6K | ﹤0.01% | 553 |
|
|
2018
Q2 | $40K | Hold |
320
| – | – | ﹤0.01% | 532 |
|
|
2018
Q1 | $37K | Buy |
+320
| New | +$37K | ﹤0.01% | 543 |
|