Bison Wealth’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 |
-4,150
| Closed | -$570K | – | 200 |
|
|
2017
Q2 | $570K | Hold |
4,150
| – | – | 0.47% | 61 |
|
|
2017
Q1 | $567K | Sell |
4,150
-150
| -3% | -$20.5K | 0.49% | 59 |
|
|
2016
Q4 | $508K | Hold |
4,300
| – | – | 0.43% | 63 |
|
|
2016
Q3 | $579K | Hold |
4,300
| – | – | 0.49% | 61 |
|
|
2016
Q2 | $552K | Hold |
4,300
| – | – | 0.33% | 92 |
|
|
2016
Q1 | $491K | Hold |
4,300
| – | – | 0.32% | 99 |
|
|
2015
Q4 | $479K | Hold |
4,300
| – | – | 0.27% | 113 |
|
|
2015
Q3 | $418K | Hold |
4,300
| – | – | 0.28% | 119 |
|
|
2015
Q2 | $417K | Hold |
4,300
| – | – | 0.24% | 123 |
|
|
2015
Q1 | $400K | Hold |
4,300
| – | – | 0.24% | 129 |
|
|
2014
Q4 | $348K | Buy |
+4,300
| New | +$348K | 0.26% | 119 |
|