Glassman Wealth Services’s Equifax EFX Stock Holding History

Glassman Wealth Services’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-316	Closed	-$78.1K	–	692
2023 Q4	$78.1K	Buy	316 +5	+2%	+$1.24K	0.01%	345
2023 Q3	$57K	Sell	311 -5	-2%	-$916	0.01%	395
2023 Q2	$74.4K	Buy	316 +6	+2%	+$1.41K	0.01%	317
2023 Q1	$62.9K	Buy	310 +10	+3%	+$2.03K	0.01%	356
2022 Q4	$58.3K	Buy	300 +28	+10%	+$5.44K	0.01%	386
2022 Q3	$47K	Sell	272 -6	-2%	-$1.04K	0.01%	402
2022 Q2	$51K	Sell	278 -5	-2%	-$917	0.01%	388
2022 Q1	$67K	Sell	283 -18	-6%	-$4.26K	0.01%	336
2021 Q4	$88K	Buy	301 +13	+5%	+$3.8K	0.02%	261
2021 Q3	$73K	Buy	288 +8	+3%	+$2.03K	0.02%	288
2021 Q2	$67K	Buy	280 +35	+14%	+$8.38K	0.01%	295
2021 Q1	$44K	Buy	245 +1	+0.4%	+$180	0.01%	349
2020 Q4	$47K	Sell	244 -25	-9%	-$4.82K	0.01%	347
2020 Q3	$42K	Buy	269 +13	+5%	+$2.03K	0.01%	327
2020 Q2	$44K	Buy	256 +10	+4%	+$1.72K	0.01%	264
2020 Q1	$29K	Buy	246 +10	+4%	+$1.18K	0.01%	295
2019 Q4	$33K	Buy	236 +3	+1%	+$419	0.01%	309
2019 Q3	$33K	Sell	233 -36	-13%	-$5.1K	0.01%	295
2019 Q2	$36K	Hold	269	–	–	0.01%	292
2019 Q1	$32K	Buy	269 +11	+4%	+$1.31K	0.01%	295
2018 Q4	$24K	Sell	258 -4	-2%	-$372	0.01%	271
2018 Q3	$34K	Hold	262	–	–	0.02%	254
2018 Q2	$33K	Sell	262 -2	-0.8%	-$252	0.02%	235
2018 Q1	$31K	Buy	264 +3	+1%	+$352	0.02%	226
2017 Q4	$31K	Buy	261 +11	+4%	+$1.31K	0.02%	203
2017 Q3	$26K	Hold	250	–	–	0.02%	204
2017 Q2	$34K	Hold	250	–	–	0.02%	180
2017 Q1	$34K	Hold	250	–	–	0.02%	195
2016 Q4	$30K	Hold	250	–	–	0.02%	214
2016 Q3	$34K	Hold	250	–	–	0.03%	175
2016 Q2	$32K	Hold	250	–	–	0.03%	171
2016 Q1	$29K	Hold	250	–	–	0.03%	175
2015 Q4	$28K	Hold	250	–	–	0.03%	188
2015 Q3	$24K	Hold	250	–	–	0.02%	198
2015 Q2	$24K	Sell	250 -250	-50%	-$24K	0.02%	209
2015 Q1	$47K	Hold	500	–	–	0.04%	149
2014 Q4	$40K	Buy	+500	New	+$40K	0.03%	174