TWA
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Trellis Wealth Advisors’s Equifax EFX Stock Holding History

Trellis Wealth Advisors’s Portfolio EFX Stock Details EFX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,000
Closed -$366K – 36
2023
Q3 		$366K Buy
+2,000
New +$366K 0.23% 25