Ellis Investment Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-311
| Closed | -$53K | – | 344 |
|
|
2022
Q3 | $53K | Hold |
311
| – | – | 0.01% | 383 |
|
|
2022
Q2 | $56K | Hold |
311
| – | – | 0.02% | 389 |
|
|
2022
Q1 | $73K | Hold |
311
| – | – | 0.02% | 365 |
|
|
2021
Q4 | $91K | Hold |
311
| – | – | 0.02% | 335 |
|
|
2021
Q3 | $78K | Hold |
311
| – | – | 0.02% | 346 |
|
|
2021
Q2 | $74K | Hold |
311
| – | – | 0.02% | 350 |
|
|
2021
Q1 | $56K | Hold |
311
| – | – | 0.02% | 374 |
|
|
2020
Q4 | $60K | Hold |
311
| – | – | 0.02% | 352 |
|
|
2020
Q3 | $48K | Hold |
311
| – | – | 0.02% | 368 |
|
|
2020
Q2 | $53K | Sell |
311
-20
| -6% | -$3.41K | 0.02% | 345 |
|
|
2020
Q1 | $37K | Hold |
331
| – | – | 0.02% | 339 |
|
|
2019
Q4 | $47K | Hold |
331
| – | – | 0.02% | 350 |
|
|
2019
Q3 | $45K | Buy |
331
+20
| +6% | +$2.72K | 0.02% | 350 |
|
|
2019
Q2 | $42K | Buy |
+311
| New | +$42K | 0.02% | 347 |
|