AMG National Trust Bank’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,920
| Closed | -$370K | – | 432 |
|
2020
Q4 | $370K | Buy |
1,920
+300
| +19% | +$57.8K | 0.01% | 375 |
|
2020
Q3 | $254K | Hold |
1,620
| – | – | 0.01% | 386 |
|
2020
Q2 | $278K | Buy |
+1,620
| New | +$278K | 0.01% | 377 |
|
2017
Q4 | – | Sell |
-2,018
| Closed | -$214K | – | 242 |
|
2017
Q3 | $214K | Sell |
2,018
-12,431
| -86% | -$1.32M | 0.01% | 218 |
|
2017
Q2 | $1.99M | Buy |
+14,449
| New | +$1.99M | 0.14% | 91 |
|