CAS
Cue Advisory Services’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,149
| Closed | -$1.12M | – | 161 |
|
|
2017
Q2 | $1.12M | Buy |
8,149
+100
| +1% | +$13.7K | 0.8% | 41 |
|
|
2017
Q1 | $1.1M | Sell |
8,049
-765
| -9% | -$105K | 0.83% | 41 |
|
|
2016
Q4 | $1.04M | Buy |
8,814
+580
| +7% | +$68.6K | 0.84% | 39 |
|
|
2016
Q3 | $1.11M | Sell |
8,234
-1,267
| -13% | -$170K | 0.93% | 36 |
|
|
2016
Q2 | $1.22M | Sell |
9,501
-45
| -0.5% | -$5.78K | 1.05% | 30 |
|
|
2016
Q1 | $1.09M | Buy |
9,546
+130
| +1% | +$14.9K | 0.95% | 35 |
|
|
2015
Q4 | $1.05M | Hold |
9,416
| – | – | 0.94% | 37 |
|
|
2015
Q3 | $915K | Buy |
9,416
+1,790
| +23% | +$174K | 0.95% | 40 |
|
|
2015
Q2 | $740K | Buy |
7,626
+140
| +2% | +$13.6K | 0.7% | 62 |
|
|
2015
Q1 | $697K | Sell |
7,486
-170
| -2% | -$15.8K | 0.7% | 57 |
|
|
2014
Q4 | $619K | Buy |
+7,656
| New | +$619K | 0.65% | 66 |
|