CWM
Compass Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$48.7K | – | 220 |
|
|
2025
Q1 | $48.7K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $51K | Hold |
200
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $58.8K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $48.5K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $53.5K | Sell |
200
-75
| -27% | -$20.1K | 0.01% | 244 |
|
|
2023
Q4 | $68K | Hold |
275
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $50.4K | Hold |
275
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $64.7K | Hold |
275
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $55.8K | Hold |
275
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $53.4K | Buy |
+275
| New | +$53.4K | 0.02% | 225 |
|