EWA
EverSource Wealth Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
1,730
-398
| -19% | -$103K | 0.02% | 498 |
|
|
2025
Q1 | $518K | Sell |
2,128
-387
| -15% | -$94.3K | 0.03% | 378 |
|
|
2024
Q4 | $641K | Buy |
2,515
+646
| +35% | +$165K | 0.04% | 318 |
|
|
2024
Q3 | $549K | Buy |
1,869
+47
| +3% | +$13.8K | 0.03% | 307 |
|
|
2024
Q2 | $509K | Buy |
1,822
+31
| +2% | +$8.66K | 0.03% | 310 |
|
|
2024
Q1 | $394K | Buy |
1,791
+240
| +15% | +$52.8K | 0.03% | 322 |
|
|
2023
Q4 | $384K | Buy |
1,551
+30
| +2% | +$7.42K | 0.04% | 289 |
|
|
2023
Q3 | $278K | Sell |
1,521
-73
| -5% | -$13.4K | 0.03% | 323 |
|
|
2023
Q2 | $375K | Sell |
1,594
-5
| -0.3% | -$1.18K | 0.04% | 270 |
|
|
2023
Q1 | $324K | Buy |
1,599
+40
| +3% | +$8.11K | 0.04% | 283 |
|
|
2022
Q4 | $303K | Sell |
1,559
-1,178
| -43% | -$229K | 0.05% | 280 |
|
|
2022
Q3 | $469K | Sell |
2,737
-336
| -11% | -$57.6K | 0.11% | 183 |
|
|
2022
Q2 | $561K | Buy |
3,073
+45
| +1% | +$8.22K | 0.14% | 133 |
|
|
2022
Q1 | $718K | Buy |
3,028
+1,594
| +111% | +$378K | 0.18% | 110 |
|
|
2021
Q4 | $420K | Buy |
+1,434
| New | +$420K | 0.12% | 137 |
|