YorkBridge Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$27K | – | 306 |
|
|
2019
Q2 | $27K | Hold |
200
| – | – | 0.01% | 433 |
|
|
2019
Q1 | $24K | Hold |
200
| – | – | 0.01% | 441 |
|
|
2018
Q4 | $19K | Hold |
200
| – | – | 0.01% | 473 |
|
|
2018
Q3 | $26K | Hold |
200
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $25K | Hold |
200
| – | – | 0.01% | 472 |
|
|
2018
Q1 | $23K | Hold |
200
| – | – | 0.01% | 485 |
|
|
2017
Q4 | $24K | Hold |
200
| – | – | 0.01% | 463 |
|
|
2017
Q3 | $21K | Sell |
200
-581
| -74% | -$61K | 0.01% | 511 |
|
|
2017
Q2 | $108K | Buy |
781
+37
| +5% | +$5.12K | 0.06% | 256 |
|
|
2017
Q1 | $102K | Buy |
744
+143
| +24% | +$19.6K | 0.05% | 255 |
|
|
2016
Q4 | $72K | Buy |
+601
| New | +$72K | 0.04% | 297 |
|