Simplicity Solutions’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $526K | Sell |
2,127
-48
| -2% | -$11.9K | 0.01% | 646 |
|
|
2023
Q3 | $398K | Sell |
2,175
-295
| -12% | -$54K | 0.01% | 665 |
|
|
2023
Q2 | $581K | Buy |
2,470
+120
| +5% | +$28.2K | 0.02% | 619 |
|
|
2023
Q1 | $477K | Buy |
2,350
+824
| +54% | +$167K | 0.01% | 708 |
|
|
2022
Q4 | $297K | Buy |
1,526
+256
| +20% | +$49.7K | 0.04% | 487 |
|
|
2022
Q3 | $218K | Buy |
1,270
+133
| +12% | +$22.8K | 0.03% | 571 |
|
|
2022
Q2 | $208K | Buy |
1,137
+261
| +30% | +$47.7K | 0.03% | 581 |
|
|
2022
Q1 | $208K | Sell |
876
-714
| -45% | -$170K | 0.03% | 588 |
|
|
2021
Q4 | $466K | Buy |
+1,590
| New | +$466K | 0.05% | 409 |
|
|
2019
Q2 | – | Sell |
-3,917
| Closed | -$464K | – | 704 |
|
|
2019
Q1 | $464K | Buy |
+3,917
| New | +$464K | 0.03% | 420 |
|
|
2018
Q4 | – | Sell |
-1,644
| Closed | -$215K | – | 656 |
|
|
2018
Q3 | $215K | Buy |
+1,644
| New | +$215K | 0.01% | 506 |
|
|
2017
Q3 | – | Sell |
-1,779
| Closed | -$245K | – | 251 |
|
|
2017
Q2 | $245K | Buy |
1,779
+11
| +0.6% | +$1.52K | 0.03% | 361 |
|
|
2017
Q1 | $242K | Buy |
+1,768
| New | +$242K | 0.04% | 335 |
|
|
2016
Q1 | – | Sell |
-3,495
| Closed | -$389K | – | 279 |
|
|
2015
Q4 | $389K | Buy |
+3,495
| New | +$389K | 0.05% | 497 |
|