Howe & Rusling’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-80
| Closed | -$10K | – | 844 |
|
|
2018
Q3 | $10K | Buy |
+80
| New | +$10K | ﹤0.01% | 498 |
|
|
2018
Q2 | – | Sell |
-108
| Closed | -$13K | – | 854 |
|
|
2018
Q1 | $13K | Buy |
108
+85
| +370% | +$10.2K | ﹤0.01% | 448 |
|
|
2017
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $2K | Sell |
23
-415
| -95% | -$36.1K | ﹤0.01% | 742 |
|
|
2017
Q2 | $60K | Sell |
438
-22
| -5% | -$3.01K | 0.01% | 250 |
|
|
2017
Q1 | $63K | Sell |
460
-2,820
| -86% | -$386K | 0.01% | 234 |
|
|
2016
Q4 | $388K | Sell |
3,280
-37,238
| -92% | -$4.4M | 0.09% | 117 |
|
|
2016
Q3 | $5.45M | Sell |
40,518
-4,121
| -9% | -$555K | 1.17% | 35 |
|
|
2016
Q2 | $5.73M | Sell |
44,639
-5,817
| -12% | -$747K | 1.26% | 25 |
|
|
2016
Q1 | $5.77M | Buy |
50,456
+2,128
| +4% | +$243K | 1.3% | 25 |
|
|
2015
Q4 | $5.38M | Buy |
48,328
+48,275
| +91,085% | +$5.38M | 1.24% | 31 |
|
|
2015
Q3 | $5K | Buy |
53
+8
| +18% | +$755 | ﹤0.01% | 629 |
|
|
2015
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 692 |
|
|
2015
Q1 | $4K | Buy |
45
+1
| +2% | +$89 | ﹤0.01% | 640 |
|
|
2014
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 642 |
|
|
2014
Q3 | $3K | Sell |
44
-2
| -4% | -$136 | ﹤0.01% | 687 |
|
|
2014
Q2 | $3K | Buy |
46
+1
| +2% | +$65 | ﹤0.01% | 660 |
|
|
2014
Q1 | $3K | Sell |
45
-2
| -4% | -$133 | ﹤0.01% | 712 |
|
|
2013
Q4 | $3K | Buy |
47
+7
| +18% | +$447 | ﹤0.01% | 646 |
|
|
2013
Q3 | $2K | Sell |
40
-4
| -9% | -$200 | ﹤0.01% | 779 |
|
|
2013
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 762 |
|