Eads & Heald Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,565
| Closed | -$215K | – | 131 |
|
|
2017
Q2 | $215K | Sell |
1,565
-50
| -3% | -$6.87K | 0.14% | 122 |
|
|
2017
Q1 | $221K | Buy |
+1,615
| New | +$221K | 0.14% | 122 |
|
|
2016
Q4 | – | Sell |
-1,615
| Closed | -$217K | – | 133 |
|
|
2016
Q3 | $217K | Sell |
1,615
-15
| -0.9% | -$2.02K | 0.15% | 123 |
|
|
2016
Q2 | $209K | Sell |
1,630
-165
| -9% | -$21.2K | 0.14% | 124 |
|
|
2016
Q1 | $205K | Sell |
1,795
-105
| -6% | -$12K | 0.14% | 126 |
|
|
2015
Q4 | $212K | Buy |
+1,900
| New | +$212K | 0.15% | 126 |
|
|
2015
Q2 | – | Sell |
-2,325
| Closed | -$216K | – | 135 |
|
|
2015
Q1 | $216K | Buy |
+2,325
| New | +$216K | 0.14% | 127 |
|