Wealthspire Advisors (Maryland)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-321
| Closed | -$38K | – | 909 |
|
|
2019
Q1 | $38K | Sell |
321
-7
| -2% | -$829 | ﹤0.01% | 1002 |
|
|
2018
Q4 | $31K | Sell |
328
-219
| -40% | -$20.7K | ﹤0.01% | 1037 |
|
|
2018
Q3 | $71K | Buy |
547
+51
| +10% | +$6.62K | 0.01% | 824 |
|
|
2018
Q2 | $62K | Buy |
496
+1
| +0.2% | +$125 | 0.01% | 898 |
|
|
2018
Q1 | $58K | Buy |
495
+23
| +5% | +$2.7K | 0.01% | 922 |
|
|
2017
Q4 | $56K | Buy |
472
+261
| +124% | +$31K | 0.01% | 954 |
|
|
2017
Q3 | $22K | Sell |
211
-121
| -36% | -$12.6K | ﹤0.01% | 1269 |
|
|
2017
Q2 | $46K | Sell |
332
-8
| -2% | -$1.11K | 0.01% | 977 |
|
|
2017
Q1 | $46K | Sell |
340
-11
| -3% | -$1.49K | 0.01% | 824 |
|
|
2016
Q4 | $41K | Sell |
351
-171
| -33% | -$20K | 0.01% | 825 |
|
|
2016
Q3 | $70K | Sell |
522
-75
| -13% | -$10.1K | 0.01% | 683 |
|
|
2016
Q2 | $77K | Buy |
597
+245
| +70% | +$31.6K | 0.01% | 607 |
|
|
2016
Q1 | $40K | Buy |
352
+30
| +9% | +$3.41K | 0.01% | 757 |
|
|
2015
Q4 | $36K | Buy |
+322
| New | +$36K | 0.01% | 802 |
|