Symmetry Partners’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 |
-1,336
| Closed | -$324K | – | 221 |
|
|
2024
Q2 | $324K | Hold |
1,336
| – | – | 0.02% | 388 |
|
|
2024
Q1 | $357K | Hold |
1,336
| – | – | 0.03% | 376 |
|
|
2023
Q4 | $333K | Hold |
1,336
| – | – | 0.02% | 370 |
|
|
2023
Q3 | $245K | Sell |
1,336
-389
| -23% | -$71.3K | 0.01% | 464 |
|
|
2023
Q2 | $406K | Hold |
1,725
| – | – | 0.02% | 394 |
|
|
2023
Q1 | $350K | Hold |
1,725
| – | – | 0.02% | 422 |
|
|
2022
Q4 | $335K | Hold |
1,725
| – | – | 0.02% | 440 |
|
|
2022
Q3 | $296K | Hold |
1,725
| – | – | 0.02% | 449 |
|
|
2022
Q2 | $315K | Hold |
1,725
| – | – | 0.02% | 451 |
|
|
2022
Q1 | $409K | Hold |
1,725
| – | – | 0.03% | 426 |
|
|
2021
Q4 | $505K | Hold |
1,725
| – | – | 0.03% | 387 |
|
|
2021
Q3 | $446K | Hold |
1,725
| – | – | 0.03% | 451 |
|
|
2021
Q2 | $413K | Hold |
1,725
| – | – | 0.03% | 488 |
|
|
2021
Q1 | $312K | Sell |
1,725
-395
| -19% | -$71.4K | 0.02% | 545 |
|
|
2020
Q4 | $409K | Sell |
2,120
-44
| -2% | -$8.49K | 0.03% | 436 |
|
|
2020
Q3 | $340K | Buy |
+2,164
| New | +$340K | 0.03% | 444 |
|