Endurance Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $245K | Hold |
1,040
| – | – | 0.03% | 175 |
|
|
2023
Q1 | $211K | Hold |
1,040
| – | – | 0.03% | 188 |
|
|
2022
Q4 | $202K | Hold |
1,040
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $178K | Hold |
1,040
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $190K | Hold |
1,040
| – | – | 0.03% | 192 |
|
|
2022
Q1 | $247K | Hold |
1,040
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $305K | Hold |
1,040
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $264K | Hold |
1,040
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $249K | Hold |
1,040
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $188K | Hold |
1,040
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $201K | Hold |
1,040
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $163K | Buy |
1,040
+40
| +4% | +$6.27K | 0.02% | 199 |
|
|
2020
Q2 | $172K | Hold |
1,000
| – | – | 0.03% | 191 |
|
|
2020
Q1 | $119K | Buy |
+1,000
| New | +$119K | 0.02% | 209 |
|