Thomas J. Herzfeld Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38
| Closed | -$6.96K | – | 211 |
|
|
2023
Q3 | $6.96K | Hold |
38
| – | – | ﹤0.01% | 207 |
|
|
2023
Q2 | $8.94K | Hold |
38
| – | – | ﹤0.01% | 190 |
|
|
2023
Q1 | $7.71K | Hold |
38
| – | – | ﹤0.01% | 174 |
|
|
2022
Q4 | $7.39K | Buy |
38
+2
| +6% | +$389 | ﹤0.01% | 187 |
|
|
2022
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 182 |
|
|
2022
Q2 | $7K | Hold |
36
| – | – | ﹤0.01% | 184 |
|
|
2022
Q1 | $9K | Hold |
36
| – | – | ﹤0.01% | 185 |
|
|
2021
Q4 | $11K | Buy |
36
+4
| +13% | +$1.22K | ﹤0.01% | 196 |
|
|
2021
Q3 | $8K | Hold |
32
| – | – | ﹤0.01% | 214 |
|
|
2021
Q2 | $8K | Buy |
32
+4
| +14% | +$1K | ﹤0.01% | 224 |
|
|
2021
Q1 | $5K | Buy |
28
+17
| +155% | +$3.04K | ﹤0.01% | 251 |
|
|
2020
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 235 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 266 |
|