TWA
TCI Wealth Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$3.04K | – | 802 |
|
|
2023
Q1 | $3.04K | Hold |
15
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q4 | $2.92K | Buy |
15
+8
| +114% | +$1.56K | ﹤0.01% | 1874 |
|
|
2022
Q3 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 2076 |
|
|
2022
Q2 | $1K | Sell |
4
-27
| -87% | -$6.75K | ﹤0.01% | 2121 |
|
|
2022
Q1 | $7K | Sell |
31
-11
| -26% | -$2.48K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $12K | Buy |
42
+6
| +17% | +$1.71K | ﹤0.01% | 1026 |
|
|
2021
Q3 | $9K | Buy |
36
+9
| +33% | +$2.25K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 1284 |
|
|
2021
Q1 | $5K | Buy |
27
+23
| +575% | +$4.26K | ﹤0.01% | 1227 |
|
|
2020
Q4 | $1K | Sell |
4
-4
| -50% | -$1K | ﹤0.01% | 1338 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1289 |
|
|
2020
Q2 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 1226 |
|
|
2020
Q1 | $0 | Sell |
4
-11
| -73% | – | ﹤0.01% | 1530 |
|
|
2019
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1125 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | – | – | 1429 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1476 |
|