Pathstone Family Office’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $863K | Buy |
4,710
+2,590
| +122% | +$474K | 0.01% | 782 |
|
|
2023
Q2 | $609K | Buy |
2,120
+322
| +18% | +$92.5K | 0.01% | 666 |
|
|
2023
Q1 | $379K | Sell |
1,798
-1,882
| -51% | -$397K | 0.01% | 808 |
|
|
2022
Q4 | $718K | Sell |
3,680
-182
| -5% | -$35.5K | 0.01% | 933 |
|
|
2022
Q3 | $662K | Buy |
+3,862
| New | +$662K | 0.01% | 944 |
|
|
2022
Q2 | – | Sell |
-885
| Closed | -$210K | – | 1067 |
|
|
2022
Q1 | $210K | Buy |
+885
| New | +$210K | ﹤0.01% | 881 |
|