Capstone Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.48M | Sell |
10,742
-333
| -3% | -$45.8K | 0.04% | 478 |
|
|
2017
Q1 | $1.51M | Sell |
11,075
-630
| -5% | -$86.1K | 0.04% | 478 |
|
|
2016
Q4 | $1.38M | Sell |
11,705
-5,150
| -31% | -$609K | 0.04% | 497 |
|
|
2016
Q3 | $2.27M | Buy |
16,855
+20
| +0.1% | +$2.69K | 0.07% | 343 |
|
|
2016
Q2 | $2.16M | Buy |
16,835
+2,160
| +15% | +$277K | 0.07% | 356 |
|
|
2016
Q1 | $1.68M | Sell |
14,675
-1,180
| -7% | -$135K | 0.05% | 445 |
|
|
2015
Q4 | $1.77M | Buy |
15,855
+5,264
| +50% | +$586K | 0.05% | 432 |
|
|
2015
Q3 | $1.03M | Buy |
10,591
+300
| +3% | +$29.1K | 0.03% | 548 |
|
|
2015
Q2 | $999K | Buy |
10,291
+900
| +10% | +$87.4K | 0.03% | 589 |
|
|
2015
Q1 | $873K | Buy |
9,391
+470
| +5% | +$43.7K | 0.02% | 731 |
|
|
2014
Q4 | $721K | Buy |
8,921
+650
| +8% | +$52.5K | 0.02% | 809 |
|
|
2014
Q3 | $618K | Buy |
8,271
+90
| +1% | +$6.73K | 0.02% | 862 |
|
|
2014
Q2 | $593K | Sell |
8,181
-1,848
| -18% | -$134K | 0.02% | 936 |
|
|
2014
Q1 | $682K | Sell |
10,029
-1,510
| -13% | -$103K | 0.02% | 837 |
|
|
2013
Q4 | $797K | Sell |
11,539
-9,602
| -45% | -$663K | 0.02% | 777 |
|
|
2013
Q3 | $1.27M | Sell |
21,141
-87
| -0.4% | -$5.21K | 0.03% | 641 |
|
|
2013
Q2 | $1.25M | Buy |
+21,228
| New | +$1.25M | 0.03% | 609 |
|