FM
Foster & Motley’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,076
| Closed | -$260K | – | 239 |
|
|
2018
Q2 | $260K | Sell |
2,076
-275
| -12% | -$34.4K | 0.04% | 209 |
|
|
2018
Q1 | $277K | Sell |
2,351
-1,862
| -44% | -$219K | 0.05% | 193 |
|
|
2017
Q4 | $497K | Sell |
4,213
-3,663
| -47% | -$432K | 0.08% | 162 |
|
|
2017
Q3 | $835K | Sell |
7,876
-7,888
| -50% | -$836K | 0.14% | 124 |
|
|
2017
Q2 | $2.17M | Sell |
15,764
-7,804
| -33% | -$1.07M | 0.38% | 82 |
|
|
2017
Q1 | $3.22M | Sell |
23,568
-4,321
| -15% | -$591K | 0.59% | 57 |
|
|
2016
Q4 | $3.3M | Sell |
27,889
-2,459
| -8% | -$291K | 0.63% | 55 |
|
|
2016
Q3 | $4.08M | Sell |
30,348
-11,254
| -27% | -$1.51M | 0.79% | 49 |
|
|
2016
Q2 | $5.34M | Sell |
41,602
-22,009
| -35% | -$2.83M | 1.05% | 36 |
|
|
2016
Q1 | $7.27M | Buy |
63,611
+2,863
| +5% | +$327K | 1.47% | 18 |
|
|
2015
Q4 | $6.77M | Buy |
60,748
+26,944
| +80% | +$3M | 1.44% | 20 |
|
|
2015
Q3 | $3.28M | Buy |
33,804
+11,374
| +51% | +$1.1M | 0.75% | 54 |
|
|
2015
Q2 | $2.18M | Buy |
22,430
+10,578
| +89% | +$1.03M | 0.48% | 71 |
|
|
2015
Q1 | $1.1M | Buy |
11,852
+3,890
| +49% | +$362K | 0.24% | 94 |
|
|
2014
Q4 | $644K | Sell |
7,962
-142
| -2% | -$11.5K | 0.15% | 113 |
|
|
2014
Q3 | $606K | Buy |
8,104
+1,351
| +20% | +$101K | 0.14% | 111 |
|
|
2014
Q2 | $490K | Buy |
6,753
+1,470
| +28% | +$107K | 0.11% | 125 |
|
|
2014
Q1 | $359K | Sell |
5,283
-75
| -1% | -$5.1K | 0.09% | 134 |
|
|
2013
Q4 | $370K | Sell |
5,358
-98
| -2% | -$6.77K | 0.09% | 130 |
|
|
2013
Q3 | $327K | Sell |
5,456
-38
| -0.7% | -$2.28K | 0.09% | 125 |
|
|
2013
Q2 | $324K | Buy |
+5,494
| New | +$324K | 0.09% | 121 |
|