Intercontinental Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $580K | Buy |
2,465
+85
| +4% | +$20K | 0.14% | 168 |
|
|
2023
Q1 | $483K | Sell |
2,380
-81
| -3% | -$16.4K | 0.12% | 199 |
|
|
2022
Q4 | $478K | Sell |
2,461
-6
| -0.2% | -$1.17K | 0.14% | 166 |
|
|
2022
Q3 | $423K | Buy |
2,467
+49
| +2% | +$8.4K | 0.13% | 178 |
|
|
2022
Q2 | $442K | Sell |
2,418
-31
| -1% | -$5.67K | 0.12% | 182 |
|
|
2022
Q1 | $581K | Buy |
2,449
+21
| +0.9% | +$4.98K | 0.13% | 165 |
|
|
2021
Q4 | $711K | Buy |
2,428
+1,055
| +77% | +$309K | 0.15% | 135 |
|
|
2021
Q3 | $348K | Sell |
1,373
-202
| -13% | -$51.2K | 0.08% | 212 |
|
|
2021
Q2 | $377K | Buy |
1,575
+240
| +18% | +$57.4K | 0.07% | 207 |
|
|
2021
Q1 | $242K | Buy |
1,335
+192
| +17% | +$34.8K | 0.05% | 243 |
|
|
2020
Q4 | $220K | Buy |
+1,143
| New | +$220K | 0.05% | 236 |
|