Connectus Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $703K | Sell |
2,628
-569
| -18% | -$152K | 0.02% | 269 |
|
|
2023
Q4 | $791K | Buy |
3,197
+6
| +0.2% | +$1.48K | 0.02% | 369 |
|
|
2023
Q3 | $585K | Buy |
3,191
+3
| +0.1% | +$550 | 0.01% | 378 |
|
|
2023
Q2 | $750K | Sell |
3,188
-879
| -22% | -$207K | 0.02% | 309 |
|
|
2023
Q1 | $825K | Buy |
4,067
+8
| +0.2% | +$1.62K | 0.02% | 297 |
|
|
2022
Q4 | $789K | Sell |
4,059
-4
| -0.1% | -$778 | 0.02% | 305 |
|
|
2022
Q3 | $697K | Buy |
4,063
+6
| +0.1% | +$1.03K | 0.01% | 373 |
|
|
2022
Q2 | $742K | Buy |
4,057
+20
| +0.5% | +$3.66K | 0.02% | 309 |
|
|
2022
Q1 | $1.18M | Hold |
4,037
| – | – | 0.04% | 221 |
|
|
2021
Q4 | $1.18M | Buy |
+4,037
| New | +$1.18M | 0.05% | 203 |
|