Wealthstreet Investment Advisors’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 |
-1,900
| Closed | -$344K | – | 158 |
|
|
2021
Q1 | $344K | Hold |
1,900
| – | – | 0.03% | 299 |
|
|
2020
Q4 | $366K | Hold |
1,900
| – | – | 0.04% | 275 |
|
|
2020
Q3 | $298K | Hold |
1,900
| – | – | 0.03% | 278 |
|
|
2020
Q2 | $327K | Hold |
1,900
| – | – | 0.04% | 259 |
|
|
2020
Q1 | $227K | Hold |
1,900
| – | – | 0.03% | 272 |
|
|
2019
Q4 | $266K | Hold |
1,900
| – | – | 0.03% | 302 |
|
|
2019
Q3 | $258K | Hold |
1,900
| – | – | 0.03% | 298 |
|
|
2019
Q2 | $257K | Hold |
1,900
| – | – | 0.03% | 301 |
|
|
2019
Q1 | $225K | Buy |
+1,900
| New | +$225K | 0.03% | 311 |
|
|
2018
Q4 | – | Sell |
-3,050
| Closed | -$398K | – | 333 |
|
|
2018
Q3 | $398K | Hold |
3,050
| – | – | 0.05% | 260 |
|
|
2018
Q2 | $382K | Buy |
3,050
+300
| +11% | +$37.6K | 0.05% | 261 |
|
|
2018
Q1 | $324K | Sell |
2,750
-250
| -8% | -$29.5K | 0.04% | 275 |
|
|
2017
Q4 | $354K | Buy |
+3,000
| New | +$354K | 0.04% | 268 |
|