Wealthspire Advisors (New York)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,738
| Closed | -$315K | – | 464 |
|
|
2021
Q1 | $315K | Buy |
1,738
+150
| +9% | +$27.2K | 0.01% | 535 |
|
|
2020
Q4 | $306K | Buy |
+1,588
| New | +$306K | 0.01% | 433 |
|
|
2020
Q3 | – | Sell |
-1,371
| Closed | -$236K | – | 332 |
|
|
2020
Q2 | $236K | Buy |
+1,371
| New | +$236K | 0.02% | 234 |
|
|
2019
Q1 | – | Sell |
-116
| Closed | -$11K | – | 263 |
|
|
2018
Q4 | $11K | Buy |
+116
| New | +$11K | ﹤0.01% | 477 |
|