TrueWealth LLC’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $187K | Buy |
1,086
+1
| +0.1% | +$172 | 0.08% | 139 |
|
|
2020
Q1 | $130K | Hold |
1,085
| – | – | 0.06% | 163 |
|
|
2019
Q4 | $152K | Hold |
1,085
| – | – | 0.06% | 165 |
|
|
2019
Q3 | $153K | Buy |
1,085
+1
| +0.1% | +$141 | 0.07% | 158 |
|
|
2019
Q2 | $147K | Buy |
1,084
+1
| +0.1% | +$136 | 0.07% | 160 |
|
|
2019
Q1 | $128K | Hold |
1,083
| – | – | 0.06% | 173 |
|
|
2018
Q4 | $101K | Hold |
1,083
| – | – | 0.05% | 186 |
|
|
2018
Q3 | $141K | Hold |
1,083
| – | – | 0.06% | 165 |
|
|
2018
Q2 | $135K | Buy |
1,083
+1
| +0.1% | +$125 | 0.06% | 166 |
|
|
2018
Q1 | $127K | Sell |
1,082
-305
| -22% | -$35.8K | 0.06% | 166 |
|
|
2017
Q4 | $164K | Buy |
+1,387
| New | +$164K | 0.08% | 152 |
|