Contravisory Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,718
| Closed | -$426K | – | 253 |
|
|
2020
Q3 | $426K | Sell |
2,718
-27
| -1% | -$4.23K | 0.15% | 73 |
|
|
2020
Q2 | $466K | Buy |
2,745
+145
| +6% | +$24.6K | 0.17% | 60 |
|
|
2020
Q1 | $311K | Sell |
2,600
-46
| -2% | -$5.5K | 0.14% | 74 |
|
|
2019
Q4 | $371K | Buy |
2,646
+30
| +1% | +$4.21K | 0.14% | 93 |
|
|
2019
Q3 | $368K | Sell |
2,616
-26
| -1% | -$3.66K | 0.14% | 88 |
|
|
2019
Q2 | $357K | Buy |
+2,642
| New | +$357K | 0.14% | 92 |
|
|
2018
Q4 | – | Sell |
-2,281
| Closed | -$298K | – | 307 |
|
|
2018
Q3 | $298K | Buy |
+2,281
| New | +$298K | 0.11% | 117 |
|
|
2017
Q1 | – | Sell |
-645
| Closed | -$76K | – | 298 |
|
|
2016
Q4 | $76K | Buy |
645
+76
| +13% | +$8.96K | 0.03% | 110 |
|
|
2016
Q3 | $77K | Buy |
569
+115
| +25% | +$15.6K | 0.02% | 93 |
|
|
2016
Q2 | $58K | Sell |
454
-1,561
| -77% | -$199K | 0.02% | 91 |
|
|
2016
Q1 | $230K | Sell |
2,015
-290
| -13% | -$33.1K | 0.07% | 53 |
|
|
2015
Q4 | $257K | Sell |
2,305
-30
| -1% | -$3.35K | 0.07% | 57 |
|
|
2015
Q3 | $227K | Sell |
2,335
-230
| -9% | -$22.4K | 0.05% | 59 |
|
|
2015
Q2 | $249K | Hold |
2,565
| – | – | 0.05% | 60 |
|
|
2015
Q1 | $239K | Sell |
2,565
-260
| -9% | -$24.2K | 0.05% | 60 |
|
|
2014
Q4 | $228K | Buy |
+2,825
| New | +$228K | 0.05% | 66 |
|