Boston Trust Walden’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-816
| Closed | -$218K | – | 380 |
|
|
2024
Q1 | $218K | Hold |
816
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $202K | Buy |
+816
| New | +$202K | ﹤0.01% | 370 |
|
|
2022
Q1 | – | Sell |
-816
| Closed | -$239K | – | 392 |
|
|
2021
Q4 | $239K | Hold |
816
| – | – | ﹤0.01% | 374 |
|
|
2021
Q3 | $207K | Buy |
+816
| New | +$207K | ﹤0.01% | 380 |
|
|
2017
Q3 | – | Sell |
-10,466
| Closed | -$1.44M | – | 375 |
|
|
2017
Q2 | $1.44M | Hold |
10,466
| – | – | 0.02% | 290 |
|
|
2017
Q1 | $1.43M | Buy |
10,466
+2,866
| +38% | +$392K | 0.02% | 284 |
|
|
2016
Q4 | $899K | Sell |
7,600
-400
| -5% | -$47.3K | 0.01% | 296 |
|
|
2016
Q3 | $1.08M | Sell |
8,000
-350
| -4% | -$47.1K | 0.02% | 289 |
|
|
2016
Q2 | $1.07M | Sell |
8,350
-475
| -5% | -$61K | 0.02% | 288 |
|
|
2016
Q1 | $1.01M | Sell |
8,825
-75
| -0.8% | -$8.58K | 0.02% | 291 |
|
|
2015
Q4 | $992K | Sell |
8,900
-8,400
| -49% | -$936K | 0.02% | 282 |
|
|
2015
Q3 | $1.68M | Sell |
17,300
-4,050
| -19% | -$394K | 0.03% | 271 |
|
|
2015
Q2 | $2.07M | Hold |
21,350
| – | – | 0.03% | 257 |
|
|
2015
Q1 | $1.99M | Sell |
21,350
-900
| -4% | -$83.7K | 0.03% | 248 |
|
|
2014
Q4 | $1.8M | Sell |
22,250
-200
| -0.9% | -$16.2K | 0.03% | 252 |
|
|
2014
Q3 | $1.68M | Sell |
22,450
-300
| -1% | -$22.4K | 0.03% | 250 |
|
|
2014
Q2 | $1.65M | Buy |
22,750
+19,500
| +600% | +$1.42M | 0.02% | 245 |
|
|
2014
Q1 | $221K | Sell |
3,250
-150
| -4% | -$10.2K | ﹤0.01% | 319 |
|
|
2013
Q4 | $235K | Hold |
3,400
| – | – | ﹤0.01% | 328 |
|
|
2013
Q3 | $203K | Hold |
3,400
| – | – | ﹤0.01% | 318 |
|
|
2013
Q2 | $200K | Buy |
+3,400
| New | +$200K | ﹤0.01% | 314 |
|