TD Ameritrade Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-41
| Closed | -$10K | – | 619 |
|
2022
Q1 | $10K | Buy |
41
+4
| +11% | +$976 | ﹤0.01% | 499 |
|
2021
Q4 | $11K | Buy |
37
+24
| +185% | +$7.14K | ﹤0.01% | 474 |
|
2021
Q3 | $2K | Sell |
13
-12
| -48% | -$1.85K | ﹤0.01% | 578 |
|
2021
Q2 | $6K | Buy |
25
+14
| +127% | +$3.36K | ﹤0.01% | 507 |
|
2021
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 581 |
|
2020
Q4 | $2K | Sell |
11
-2
| -15% | -$364 | ﹤0.01% | 581 |
|
2020
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 578 |
|
2020
Q2 | $2K | Sell |
13
-465
| -97% | -$71.5K | ﹤0.01% | 567 |
|
2020
Q1 | $57K | Sell |
478
-1
| -0.2% | -$119 | ﹤0.01% | 283 |
|
2019
Q4 | $67K | Buy |
479
+198
| +70% | +$27.7K | ﹤0.01% | 288 |
|
2019
Q3 | $40K | Buy |
281
+221
| +368% | +$31.5K | ﹤0.01% | 311 |
|
2019
Q2 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 430 |
|