Appleton Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,303
| Closed | -$591K | – | 242 |
|
|
2017
Q2 | $591K | Hold |
4,303
| – | – | 0.1% | 159 |
|
|
2017
Q1 | $588K | Sell |
4,303
-135
| -3% | -$18.4K | 0.11% | 152 |
|
|
2016
Q4 | $525K | Sell |
4,438
-850
| -16% | -$101K | 0.11% | 145 |
|
|
2016
Q3 | $712K | Buy |
5,288
+38
| +0.7% | +$5.12K | 0.13% | 138 |
|
|
2016
Q2 | $674K | Hold |
5,250
| – | – | 0.14% | 123 |
|
|
2016
Q1 | $600K | Buy |
5,250
+1,500
| +40% | +$171K | 0.12% | 134 |
|
|
2015
Q4 | $418K | Buy |
+3,750
| New | +$418K | 0.08% | 157 |
|