Fermata Advisors’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-896
Closed -$263K 191
2021
Q4
$263K Sell
896
-9
-1% -$2.64K 0.1% 145
2021
Q3
$230K Sell
905
-74
-8% -$18.8K 0.1% 156
2021
Q2
$235K Buy
+979
New +$235K 0.14% 129