First Personal Financial Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $588 | Buy |
+2
| New | +$588 | ﹤0.01% | 383 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$1K | – | 364 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 466 |
|
|
2019
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 713 |
|
|
2018
Q2 | – | Sell |
-372
| Closed | -$44K | – | 742 |
|
|
2018
Q1 | $44K | Sell |
372
-134
| -26% | -$15.8K | 0.01% | 460 |
|
|
2017
Q4 | $60K | Sell |
506
-100
| -17% | -$11.9K | 0.01% | 435 |
|
|
2017
Q3 | $64K | Hold |
606
| – | – | 0.01% | 380 |
|
|
2017
Q2 | $83K | Sell |
606
-57
| -9% | -$7.81K | 0.02% | 338 |
|
|
2017
Q1 | $91K | Sell |
663
-168
| -20% | -$23.1K | 0.02% | 303 |
|
|
2016
Q4 | $98K | Buy |
831
+755
| +993% | +$89K | 0.03% | 283 |
|
|
2016
Q3 | $10K | Hold |
76
| – | – | ﹤0.01% | 584 |
|
|
2016
Q2 | $10K | Buy |
+76
| New | +$10K | ﹤0.01% | 559 |
|