EP
Edgestream Partners’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-795
| Closed | -$234K | – | 911 |
|
|
2024
Q3 | $234K | Buy |
+795
| New | +$234K | 0.01% | 793 |
|
|
2022
Q1 | – | Sell |
-1,108
| Closed | -$324K | – | 561 |
|
|
2021
Q4 | $324K | Buy |
+1,108
| New | +$324K | 0.02% | 429 |
|
|
2021
Q2 | – | Sell |
-33,251
| Closed | -$6.02M | – | 466 |
|
|
2021
Q1 | $6.02M | Sell |
33,251
-33,997
| -51% | -$6.16M | 0.34% | 112 |
|
|
2020
Q4 | $13M | Sell |
67,248
-43,843
| -39% | -$8.45M | 0.65% | 41 |
|
|
2020
Q3 | $17.4M | Buy |
111,091
+61,334
| +123% | +$9.62M | 1.13% | 16 |
|
|
2020
Q2 | $8.55M | Buy |
49,757
+3,575
| +8% | +$614K | 0.45% | 61 |
|
|
2020
Q1 | $5.52M | Sell |
46,182
-39,402
| -46% | -$4.71M | 0.51% | 59 |
|
|
2019
Q4 | $12M | Buy |
+85,584
| New | +$12M | 0.62% | 45 |
|
|
2017
Q3 | – | Sell |
-4,645
| Closed | -$638K | – | 129 |
|
|
2017
Q2 | $638K | Sell |
4,645
-2,095
| -31% | -$288K | 0.24% | 69 |
|
|
2017
Q1 | $922K | Buy |
+6,740
| New | +$922K | 0.41% | 54 |
|
|
2016
Q4 | – | Sell |
-4,731
| Closed | -$637K | – | 103 |
|
|
2016
Q3 | $637K | Buy |
+4,731
| New | +$637K | 0.35% | 67 |
|