Disciplined Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$3.06K | – | 527 |
|
|
2023
Q2 | $3.06K | Hold |
13
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $2.64K | Hold |
13
| – | – | ﹤0.01% | 563 |
|
|
2022
Q4 | $2.53K | Buy |
13
+5
| +63% | +$972 | ﹤0.01% | 546 |
|
|
2022
Q3 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 870 |
|
|
2022
Q2 | $1K | Sell |
7
-5
| -42% | -$714 | ﹤0.01% | 884 |
|
|
2022
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 567 |
|