Graves Light Lenhart Wealth’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-475
| Closed | -$113K | – | 631 |
|
|
2022
Q1 | $113K | Hold |
475
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $139K | Hold |
475
| – | – | 0.02% | 243 |
|
|
2021
Q3 | $120K | Hold |
475
| – | – | 0.02% | 250 |
|
|
2021
Q2 | $114K | Hold |
475
| – | – | 0.02% | 256 |
|
|
2021
Q1 | $86K | Hold |
475
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $92K | Buy |
+475
| New | +$92K | 0.02% | 279 |
|