Financial Architects (New Jersey)’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-40
| Closed | -$5K | – | 1344 |
|
2018
Q1 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 1083 |
|
2016
Q4 | – | Sell |
-1,043
| Closed | -$141K | – | 1379 |
|
2016
Q3 | $141K | Sell |
1,043
-111
| -10% | -$15K | 0.04% | 320 |
|
2016
Q2 | $149K | Buy |
1,154
+1,076
| +1,379% | +$139K | 0.04% | 299 |
|
2016
Q1 | $9K | Buy |
+78
| New | +$9K | ﹤0.01% | 755 |
|