Fragasso Financial Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-15,013
| Closed | -$1.21M | – | 51 |
|
|
2014
Q4 | $1.21M | Buy |
15,013
+235
| +2% | +$19K | 1.03% | 26 |
|
|
2014
Q3 | $1.1M | Buy |
14,778
+90
| +0.6% | +$6.73K | 0.86% | 28 |
|
|
2014
Q2 | $1.07M | Buy |
14,688
+330
| +2% | +$23.9K | 0.94% | 27 |
|
|
2014
Q1 | $977K | Buy |
14,358
+280
| +2% | +$19.1K | 1.01% | 31 |
|
|
2013
Q4 | $973K | Buy |
+14,078
| New | +$973K | 0.87% | 30 |
|