Western Pacific Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-168
| Closed | -$32.7K | – | 305 |
|
|
2022
Q4 | $32.7K | Sell |
168
-28
| -14% | -$5.44K | 0.03% | 155 |
|
|
2022
Q3 | $33K | Buy |
196
+189
| +2,700% | +$31.8K | 0.03% | 135 |
|
|
2022
Q2 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 183 |
|
|
2022
Q1 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 206 |
|
|
2021
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 203 |
|