IHT Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-132
| Closed | -$15K | – | 678 |
|
|
2018
Q1 | $15K | Buy |
132
+41
| +45% | +$4.66K | ﹤0.01% | 1065 |
|
|
2017
Q4 | $11K | Buy |
91
+84
| +1,200% | +$10.2K | ﹤0.01% | 1166 |
|
|
2017
Q3 | $1K | Sell |
7
-188
| -96% | -$26.9K | ﹤0.01% | 1296 |
|
|
2017
Q2 | $36 | Hold |
195
| – | – | 0.02% | 599 |
|
|
2017
Q1 | $27K | Hold |
195
| – | – | 0.02% | 564 |
|
|
2016
Q4 | $23K | Buy |
+195
| New | +$23K | 0.02% | 584 |
|