Crewe Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-131
| Closed | -$31.8K | – | 799 |
|
|
2024
Q2 | $31.8K | Buy |
131
+76
| +138% | +$18.4K | ﹤0.01% | 460 |
|
|
2024
Q1 | $14.7K | Buy |
+55
| New | +$14.7K | ﹤0.01% | 546 |
|
|
2022
Q4 | – | Sell |
-41
| Closed | -$7K | – | 1096 |
|
|
2022
Q3 | $7K | Buy |
41
+9
| +28% | +$1.54K | ﹤0.01% | 757 |
|
|
2022
Q2 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 717 |
|