Dynamic Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,458
| Closed | -$683K | – | 139 |
|
|
2018
Q2 | $683K | Buy |
5,458
+3,698
| +210% | +$463K | 1.09% | 27 |
|
|
2018
Q1 | $207K | Buy |
+1,760
| New | +$207K | 0.51% | 75 |
|
|
2017
Q4 | – | Sell |
-17,580
| Closed | -$1.86M | – | 255 |
|
|
2017
Q3 | $1.86M | Buy |
17,580
+14,332
| +441% | +$1.52M | 0.53% | 48 |
|
|
2017
Q2 | $446K | Sell |
3,248
-25,760
| -89% | -$3.54M | 0.1% | 181 |
|
|
2017
Q1 | $3.97M | Buy |
+29,008
| New | +$3.97M | 0.64% | 38 |
|
|
2015
Q1 | – | Sell |
-5,095
| Closed | -$412K | – | 280 |
|
|
2014
Q4 | $412K | Sell |
5,095
-5,159
| -50% | -$417K | 0.22% | 133 |
|
|
2014
Q3 | $766K | Buy |
+10,254
| New | +$766K | 0.2% | 190 |
|
|
2014
Q2 | – | Sell |
-17,804
| Closed | -$1.21M | – | 421 |
|
|
2014
Q1 | $1.21M | Buy |
17,804
+2,225
| +14% | +$151K | 0.39% | 66 |
|
|
2013
Q4 | $1.08M | Sell |
15,579
-7,403
| -32% | -$511K | 0.2% | 167 |
|
|
2013
Q3 | $1.38M | Buy |
22,982
+13,385
| +139% | +$801K | 0.31% | 94 |
|
|
2013
Q2 | $566K | Buy |
+9,597
| New | +$566K | 0.15% | 197 |
|