Sound Income Strategies’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$194 | – | 1080 |
|
|
2022
Q4 | $194 | Hold |
1
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 907 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 905 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 891 |
|
|
2021
Q2 | – | Sell |
-2,268
| Closed | -$411K | – | 914 |
|
|
2021
Q1 | $411K | Hold |
2,268
| – | – | 0.07% | 102 |
|
|
2020
Q4 | $437K | Hold |
2,268
| – | – | 0.1% | 90 |
|
|
2020
Q3 | $356K | Sell |
2,268
-500
| -18% | -$78.5K | 0.1% | 78 |
|
|
2020
Q2 | $476K | Buy |
2,768
+2,696
| +3,744% | +$464K | 0.14% | 52 |
|
|
2020
Q1 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 350 |
|