Colonial Trust Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-95
| Closed | -$25.4K | – | 844 |
|
|
2024
Q1 | $25.4K | Buy |
95
+92
| +3,067% | +$24.6K | ﹤0.01% | 432 |
|
|
2023
Q4 | $742 | Buy |
3
+2
| +200% | +$495 | ﹤0.01% | 794 |
|
|
2023
Q3 | $183 | Hold |
1
| – | – | ﹤0.01% | 875 |
|
|
2023
Q2 | $235 | Hold |
1
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $203 | Hold |
1
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $194 | Buy |
+1
| New | +$194 | ﹤0.01% | 870 |
|