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McCarter Private Wealth Services’s Equifax EFX Stock Holding History

McCarter Private Wealth Services’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Hold
5,800
– – 0.86% 34
2025
Q1 		$1.41M Hold
5,800
– – 0.93% 32
2024
Q4 		$1.48M Hold
5,800
– – 0.94% 30
2024
Q3 		$1.7M Buy
+5,800
New +$1.7M 1.08% 29