Gradient Investments’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4
| Closed | -$970 | – | 592 |
|
|
2024
Q2 | $970 | Hold |
4
| – | – | ﹤0.01% | 1080 |
|
|
2024
Q1 | $1.07K | Hold |
4
| – | – | ﹤0.01% | 898 |
|
|
2023
Q4 | $989 | Hold |
4
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q3 | $733 | Sell |
4
-7
| -64% | -$1.28K | ﹤0.01% | 1466 |
|
|
2023
Q2 | $2.59K | Sell |
11
-3
| -21% | -$706 | ﹤0.01% | 1101 |
|
|
2023
Q1 | $2.84K | Buy |
14
+9
| +180% | +$1.83K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $972 | Buy |
5
+1
| +25% | +$194 | ﹤0.01% | 1200 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1223 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1125 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1133 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | – | – | 1046 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1028 |
|