Ruedi 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
Q3 | – | Sell |
-4
| Closed | -$970 | – | 394 |
|
|
2024
Q2 | $970 | Buy |
+4
| New | +$970 | ﹤0.01% | 370 |
|
|
2023
Q3 | – | Sell |
-69
| Closed | -$16.2K | – | 228 |
|
|
2023
Q2 | $16.2K | Hold |
69
| – | – | 0.01% | 115 |
|
|
2023
Q1 | $14K | Hold |
69
| – | – | 0.01% | 136 |
|
|
2022
Q4 | $13.4K | Buy |
+69
| New | +$13.4K | 0.01% | 125 |
|