Veritable’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,847
| Closed | -$670K | – | 246 |
|
|
2023
Q2 | $670K | Sell |
2,847
-60
| -2% | -$12.6K | 0.01% | 472 |
|
|
2023
Q1 | $590K | Buy |
2,907
+146
| +5% | +$30.4K | 0.01% | 488 |
|
|
2022
Q4 | $537K | Buy |
2,761
+172
| +7% | +$31.4K | 0.01% | 516 |
|
|
2022
Q3 | $444K | Sell |
2,589
-74
| -3% | -$14.5K | 0.01% | 531 |
|
|
2022
Q2 | $487K | Buy |
2,663
+98
| +4% | +$19.6K | 0.01% | 551 |
|
|
2022
Q1 | $608K | Sell |
2,565
-18
| -0.7% | -$4.24K | 0.01% | 512 |
|
|
2021
Q4 | $756K | Buy |
2,583
+24
| +0.9% | +$6.68K | 0.01% | 459 |
|
|
2021
Q3 | $649K | Buy |
2,559
+23
| +0.9% | +$5.98K | 0.01% | 480 |
|
|
2021
Q2 | $607K | Buy |
2,536
+47
| +2% | +$10.5K | 0.01% | 494 |
|
|
2021
Q1 | $451K | Buy |
2,489
+343
| +16% | +$60.6K | 0.01% | 538 |
|
|
2020
Q4 | $414K | Sell |
2,146
-8
| -0.4% | -$1.34K | 0.01% | 544 |
|
|
2020
Q3 | $338K | Hold |
2,154
| – | – | 0.01% | 552 |
|
|
2020
Q2 | $370K | Sell |
2,154
-250
| -10% | -$37K | 0.01% | 539 |
|
|
2020
Q1 | $287K | Sell |
2,404
-316
| -12% | -$46K | 0.01% | 568 |
|
|
2019
Q4 | $381K | Buy |
2,720
+136
| +5% | +$18.8K | 0.01% | 591 |
|
|
2019
Q3 | $363K | Buy |
2,584
+92
| +4% | +$13K | 0.01% | 596 |
|
|
2019
Q2 | $337K | Buy |
2,492
+199
| +9% | +$24.9K | 0.01% | 616 |
|
|
2019
Q1 | $272K | Sell |
2,293
-126
| -5% | -$13.5K | 0.01% | 675 |
|
|
2018
Q4 | $225K | Buy |
2,419
+86
| +4% | +$9.15K | 0.01% | 700 |
|
|
2018
Q3 | $305K | Buy |
2,333
+144
| +7% | +$18.8K | 0.01% | 641 |
|
|
2018
Q2 | $274K | Buy |
2,189
+50
| +2% | +$5.92K | 0.01% | 671 |
|
|
2018
Q1 | $252K | Buy |
2,139
+15
| +0.7% | +$1.8K | 0.01% | 684 |
|
|
2017
Q4 | $250K | Buy |
2,124
+168
| +9% | +$18.9K | 0.01% | 687 |
|
|
2017
Q3 | $207K | Sell |
1,956
-36
| -2% | -$4.76K | ﹤0.01% | 718 |
|
|
2017
Q2 | $274K | Buy |
1,992
+182
| +10% | +$25K | 0.01% | 651 |
|
|
2017
Q1 | $247K | Buy |
1,810
+36
| +2% | +$4.58K | 0.01% | 654 |
|
|
2016
Q4 | $210K | Sell |
1,774
-317
| -15% | -$38.7K | 0.01% | 690 |
|
|
2016
Q3 | $281K | Buy |
2,091
+218
| +12% | +$28.9K | 0.01% | 601 |
|
|
2016
Q2 | $240K | Sell |
1,873
-1,413
| -43% | -$171K | 0.01% | 620 |
|
|
2016
Q1 | $376K | Buy |
3,286
+116
| +4% | +$12.2K | 0.01% | 504 |
|
|
2015
Q4 | $353K | Sell |
3,170
-52
| -2% | -$5.62K | 0.01% | 555 |
|
|
2015
Q3 | $313K | Buy |
3,222
+176
| +6% | +$17.5K | 0.01% | 565 |
|
|
2015
Q2 | $296K | Sell |
3,046
-3,754
| -55% | -$366K | 0.01% | 604 |
|
|
2015
Q1 | $632K | Sell |
6,800
-2
| -0% | -$177 | 0.01% | 528 |
|
|
2014
Q4 | $550K | Sell |
6,802
-10
| -0.1% | -$774 | 0.01% | 577 |
|
|
2014
Q3 | $509K | Buy |
6,812
+35
| +0.5% | +$2.67K | 0.01% | 601 |
|
|
2014
Q2 | $492K | Sell |
6,777
-94
| -1% | -$6.6K | 0.01% | 611 |
|
|
2014
Q1 | $467K | Hold |
6,871
| – | – | 0.01% | 611 |
|
|
2013
Q4 | $475K | Hold |
6,871
| – | – | 0.01% | 601 |
|
|
2013
Q3 | $411K | Buy |
6,871
+978
| +17% | +$60.2K | 0.01% | 631 |
|
|
2013
Q2 | $347K | Buy |
+5,893
| New | +$355K | 0.01% | 679 |
|
Other funds holding EFX
GIM
