Institute for Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-760
| Closed | -$223K | – | 527 |
|
|
2024
Q3 | $223K | Buy |
+760
| New | +$223K | 0.03% | 492 |
|
|
2024
Q2 | – | Sell |
-749
| Closed | -$200K | – | 508 |
|
|
2024
Q1 | $200K | Buy |
+749
| New | +$200K | 0.03% | 486 |
|
|
2022
Q1 | – | Sell |
-795
| Closed | -$233K | – | 544 |
|
|
2021
Q4 | $233K | Hold |
795
| – | – | 0.04% | 437 |
|
|
2021
Q3 | $201K | Buy |
+795
| New | +$201K | 0.04% | 458 |
|