SOA Wealth Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 861 |
|
|
2022
Q2 | $0 | Sell |
4
-55
| -93% | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $13K | Hold |
59
| – | – | ﹤0.01% | 533 |
|
|
2021
Q4 | $17K | Hold |
59
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $14K | Sell |
59
-1
| -2% | -$237 | ﹤0.01% | 517 |
|
|
2021
Q2 | $14K | Buy |
60
+19
| +46% | +$4.43K | ﹤0.01% | 513 |
|
|
2021
Q1 | $7K | Buy |
41
+3
| +8% | +$512 | ﹤0.01% | 573 |
|
|
2020
Q4 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 578 |
|