CWM
Confluence Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,439
| Closed | -$288K | – | 130 |
|
|
2016
Q4 | $288K | Sell |
2,439
-3,393
| -58% | -$401K | 0.14% | 112 |
|
|
2016
Q3 | $785K | Buy |
5,832
+50
| +0.9% | +$6.73K | 0.38% | 64 |
|
|
2016
Q2 | $742K | Sell |
5,782
-1,848
| -24% | -$237K | 0.37% | 66 |
|
|
2016
Q1 | $872K | Buy |
7,630
+1,710
| +29% | +$195K | 0.4% | 61 |
|
|
2015
Q4 | $659K | Buy |
+5,920
| New | +$659K | 0.32% | 75 |
|