GoalVest Advisory’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-60
Closed -$11K 409
2023
Q3
$11K Buy
60
+2
+3% +$366 0.01% 270
2023
Q2
$13.6K Buy
+58
New +$13.6K 0.01% 227
2022
Q2
Sell
-1
Closed 376
2022
Q1
$0 Buy
+1
New ﹤0.01% 412