WealthSource Partners’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,271
| Closed | -$411K | – | 467 |
|
|
2021
Q1 | $411K | Sell |
2,271
-92
| -4% | -$16.7K | 0.04% | 277 |
|
|
2020
Q4 | $456K | Sell |
2,363
-62
| -3% | -$12K | 0.05% | 222 |
|
|
2020
Q3 | $380K | Sell |
2,425
-2,475
| -51% | -$388K | 0.05% | 227 |
|
|
2020
Q2 | $842K | Buy |
4,900
+150
| +3% | +$25.8K | 0.12% | 115 |
|
|
2020
Q1 | $567K | Buy |
4,750
+761
| +19% | +$90.8K | 0.09% | 159 |
|
|
2019
Q4 | $559K | Buy |
+3,989
| New | +$559K | 0.07% | 208 |
|