Perennial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-90
| Closed | -$22K | – | 134 |
|
|
2021
Q2 | $22K | Buy |
+90
| New | +$22K | 0.01% | 205 |
|
|
2017
Q4 | – | Sell |
-250
| Closed | -$26K | – | 204 |
|
|
2017
Q3 | $26K | Hold |
250
| – | – | 0.02% | 119 |
|
|
2017
Q2 | $34K | Hold |
250
| – | – | 0.02% | 108 |
|
|
2017
Q1 | $34K | Hold |
250
| – | – | 0.03% | 104 |
|
|
2016
Q4 | $30K | Buy |
+250
| New | +$30K | 0.02% | 105 |
|