Zeke Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $270K | Buy |
1,387
+3
| +0.2% | +$583 | 0.02% | 362 |
|
|
2022
Q3 | $237K | Sell |
1,384
-6
| -0.4% | -$1.03K | 0.02% | 374 |
|
|
2022
Q2 | $254K | Buy |
1,390
+11
| +0.8% | +$2.01K | 0.02% | 382 |
|
|
2022
Q1 | $327K | Buy |
+1,379
| New | +$327K | 0.02% | 344 |
|
|
2020
Q1 | – | Sell |
-3,399
| Closed | -$476K | – | 319 |
|
|
2019
Q4 | $476K | Buy |
3,399
+3
| +0.1% | +$420 | 0.04% | 390 |
|
|
2019
Q3 | $478K | Sell |
3,396
-884
| -21% | -$124K | 0.04% | 366 |
|
|
2019
Q2 | $579K | Sell |
4,280
-41
| -0.9% | -$5.55K | 0.05% | 323 |
|
|
2019
Q1 | $512K | Sell |
4,321
-82
| -2% | -$9.72K | 0.05% | 352 |
|
|
2018
Q4 | $410K | Sell |
4,403
-1,057
| -19% | -$98.4K | 0.04% | 377 |
|
|
2018
Q3 | $713K | Sell |
5,460
-1,669
| -23% | -$218K | 0.06% | 314 |
|
|
2018
Q2 | $892K | Hold |
7,129
| – | – | 0.08% | 205 |
|
|
2018
Q1 | $840K | Hold |
7,129
| – | – | 0.08% | 226 |
|
|
2017
Q4 | $841K | Buy |
+7,129
| New | +$841K | 0.09% | 184 |
|
|
2017
Q3 | – | Sell |
-1,600
| Closed | -$220K | – | 435 |
|
|
2017
Q2 | $220K | Buy |
+1,600
| New | +$220K | 0.04% | 258 |
|