Boys Arnold & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,620
| Closed | -$227K | – | 247 |
|
|
2019
Q4 | $227K | Hold |
1,620
| – | – | 0.03% | 249 |
|
|
2019
Q3 | $229K | Hold |
1,620
| – | – | 0.03% | 244 |
|
|
2019
Q2 | $219K | Buy |
+1,620
| New | +$219K | 0.03% | 254 |
|
|
2018
Q4 | – | Sell |
-2,070
| Closed | -$271K | – | 266 |
|
|
2018
Q3 | $271K | Hold |
2,070
| – | – | 0.04% | 248 |
|
|
2018
Q2 | $259K | Hold |
2,070
| – | – | 0.04% | 250 |
|
|
2018
Q1 | $246K | Hold |
2,070
| – | – | 0.04% | 260 |
|
|
2017
Q4 | $244K | Sell |
2,070
-400
| -16% | -$47.2K | 0.04% | 255 |
|
|
2017
Q3 | $262K | Buy |
2,470
+400
| +19% | +$42.4K | 0.04% | 247 |
|
|
2017
Q2 | $284K | Hold |
2,070
| – | – | 0.04% | 246 |
|
|
2017
Q1 | $283K | Sell |
2,070
-200
| -9% | -$27.3K | 0.04% | 248 |
|
|
2016
Q4 | $268K | Hold |
2,270
| – | – | 0.04% | 251 |
|
|
2016
Q3 | $305K | Hold |
2,270
| – | – | 0.05% | 239 |
|
|
2016
Q2 | $291K | Buy |
+2,270
| New | +$291K | 0.05% | 231 |
|
|
2015
Q1 | – | Sell |
-3,025
| Closed | -$245K | – | 214 |
|
|
2014
Q4 | $245K | Hold |
3,025
| – | – | 0.05% | 188 |
|
|
2014
Q3 | $226K | Hold |
3,025
| – | – | 0.04% | 198 |
|
|
2014
Q2 | $219K | Sell |
3,025
-1,600
| -35% | -$116K | 0.04% | 208 |
|
|
2014
Q1 | $315K | Hold |
4,625
| – | – | 0.06% | 178 |
|
|
2013
Q4 | $320K | Hold |
4,625
| – | – | 0.06% | 167 |
|
|
2013
Q3 | $277K | Hold |
4,625
| – | – | 0.06% | 168 |
|
|
2013
Q2 | $273K | Buy |
+4,625
| New | +$273K | 0.06% | 163 |
|