Evolution Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$5K | – | 297 |
|
|
2021
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $5K | Hold |
19
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 593 |
|
|
2020
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 474 |
|
|
2020
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 495 |
|
|
2020
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 430 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$3K | – | 405 |
|
|
2019
Q4 | $3K | Buy |
20
+1
| +5% | +$150 | ﹤0.01% | 502 |
|
|
2019
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 357 |
|
|
2019
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 338 |
|