True Wealth Design’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34K | Buy |
9
+2
| +29% | +$519 | ﹤0.01% | 1118 |
|
|
2025
Q1 | $1.71K | Sell |
7
-94
| -93% | -$22.9K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $25.7K | Buy |
101
+96
| +1,920% | +$24.5K | 0.01% | 289 |
|
|
2024
Q3 | $1.47K | Hold |
5
| – | – | ﹤0.01% | 869 |
|
|
2024
Q2 | $1.21K | Buy |
5
+1
| +25% | +$243 | ﹤0.01% | 466 |
|
|
2024
Q1 | $1.07K | Buy |
4
+2
| +100% | +$536 | ﹤0.01% | 451 |
|
|
2023
Q4 | $495 | Hold |
2
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $367 | Hold |
2
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $471 | Hold |
2
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $406 | Hold |
2
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $389 | Buy |
+2
| New | +$389 | ﹤0.01% | 519 |
|