First Allied Advisory Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $456K | Buy |
2,909
+331
| +13% | +$51.9K | 0.02% | 743 |
|
|
2020
Q2 | $443K | Buy |
2,578
+50
| +2% | +$8.59K | 0.02% | 693 |
|
|
2020
Q1 | $302K | Buy |
2,528
+472
| +23% | +$56.4K | 0.01% | 755 |
|
|
2019
Q4 | $292K | Buy |
2,056
+198
| +11% | +$28.1K | 0.01% | 942 |
|
|
2019
Q3 | $264K | Buy |
1,858
+293
| +19% | +$41.6K | 0.01% | 960 |
|
|
2019
Q2 | $212K | Buy |
+1,565
| New | +$212K | 0.01% | 1065 |
|
|
2017
Q1 | – | Sell |
-2,319
| Closed | -$274K | – | 1110 |
|
|
2016
Q4 | $274K | Buy |
2,319
+389
| +20% | +$46K | 0.01% | 824 |
|
|
2016
Q3 | $260K | Sell |
1,930
-591
| -23% | -$79.6K | 0.01% | 811 |
|
|
2016
Q2 | $324K | Buy |
2,521
+132
| +6% | +$17K | 0.02% | 714 |
|
|
2016
Q1 | $271K | Sell |
2,389
-82
| -3% | -$9.3K | 0.02% | 777 |
|
|
2015
Q4 | $276K | Buy |
+2,471
| New | +$276K | 0.01% | 818 |
|