Boston Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $763K | Hold |
5,425
| – | – | 0.04% | 414 |
|
|
2019
Q2 | $734K | Hold |
5,425
| – | – | 0.04% | 420 |
|
|
2019
Q1 | $643K | Hold |
5,425
| – | – | 0.03% | 422 |
|
|
2018
Q4 | $505K | Hold |
5,425
| – | – | 0.03% | 456 |
|
|
2018
Q3 | $708K | Hold |
5,425
| – | – | 0.03% | 430 |
|
|
2018
Q2 | $679K | Hold |
5,425
| – | – | 0.02% | 443 |
|
|
2018
Q1 | $639K | Sell |
5,425
-265
| -5% | -$31.2K | 0.02% | 450 |
|
|
2017
Q4 | $671K | Sell |
5,690
-575
| -9% | -$67.8K | 0.01% | 446 |
|
|
2017
Q3 | $664K | Sell |
6,265
-775
| -11% | -$82.1K | 0.02% | 434 |
|
|
2017
Q2 | $967K | Sell |
7,040
-3,000
| -30% | -$412K | 0.02% | 381 |
|
|
2017
Q1 | $1.37M | Hold |
10,040
| – | – | 0.03% | 316 |
|
|
2016
Q4 | $1.19M | Hold |
10,040
| – | – | 0.03% | 345 |
|
|
2016
Q3 | $1.35M | Hold |
10,040
| – | – | 0.03% | 318 |
|
|
2016
Q2 | $1.29M | Sell |
10,040
-400
| -4% | -$51.4K | 0.03% | 312 |
|
|
2016
Q1 | $1.19M | Hold |
10,440
| – | – | 0.03% | 306 |
|
|
2015
Q4 | $1.16M | Hold |
10,440
| – | – | 0.03% | 312 |
|
|
2015
Q3 | $1.02M | Hold |
10,440
| – | – | 0.04% | 376 |
|
|
2015
Q2 | $1.01M | Hold |
10,440
| – | – | 0.04% | 292 |
|
|
2015
Q1 | $971K | Hold |
10,440
| – | – | 0.04% | 297 |
|
|
2014
Q4 | $844K | Hold |
10,440
| – | – | 0.04% | 277 |
|
|
2014
Q3 | $780K | Hold |
10,440
| – | – | 0.03% | 301 |
|
|
2014
Q2 | $757K | Hold |
10,440
| – | – | 0.03% | 311 |
|
|
2014
Q1 | $710K | Hold |
10,440
| – | – | 0.03% | 300 |
|
|
2013
Q4 | $721K | Buy |
10,440
+1,390
| +15% | +$96K | 0.03% | 304 |
|
|
2013
Q3 | $542K | Sell |
9,050
-805
| -8% | -$48.2K | 0.03% | 322 |
|
|
2013
Q2 | $581K | Buy |
+9,855
| New | +$581K | 0.03% | 303 |
|