Gideon Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,543
| Closed | -$300K | – | 381 |
|
|
2017
Q4 | $300K | Buy |
2,543
+356
| +16% | +$42K | 0.26% | 165 |
|
|
2017
Q3 | $232K | Buy |
+2,187
| New | +$232K | 0.23% | 219 |
|
|
2015
Q4 | – | Sell |
-2,734
| Closed | -$266K | – | 214 |
|
|
2015
Q3 | $266K | Buy |
+2,734
| New | +$266K | 0.16% | 169 |
|
|
2014
Q4 | – | Sell |
-5,975
| Closed | -$447K | – | 232 |
|
|
2014
Q3 | $447K | Buy |
+5,975
| New | +$447K | 0.17% | 163 |
|