IKOS CIF’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-182
| Closed | -$20K | – | 154 |
|
|
2016
Q1 | $20K | Sell |
182
-445
| -71% | -$48.9K | 0.05% | 144 |
|
|
2015
Q4 | $66K | Sell |
627
-1,750
| -74% | -$184K | 0.2% | 132 |
|
|
2015
Q3 | $230K | Buy |
+2,377
| New | +$230K | 0.67% | 73 |
|
|
2015
Q2 | – | Sell |
-1,070
| Closed | -$99K | – | 245 |
|
|
2015
Q1 | $99K | Sell |
1,070
-2,395
| -69% | -$222K | 0.23% | 160 |
|
|
2014
Q4 | $275K | Buy |
+3,465
| New | +$275K | 0.47% | 112 |
|
|
2014
Q3 | – | Sell |
-74
| Closed | -$5K | – | 264 |
|
|
2014
Q2 | $5K | Sell |
74
-1,475
| -95% | -$99.7K | 0.02% | 154 |
|
|
2014
Q1 | $106K | Buy |
1,549
+510
| +49% | +$34.9K | 0.16% | 149 |
|
|
2013
Q4 | $69K | Buy |
+1,039
| New | +$69K | 0.18% | 141 |
|
|
2013
Q3 | – | Sell |
-1,856
| Closed | -$109K | – | 220 |
|
|
2013
Q2 | $109K | Buy |
+1,856
| New | +$109K | 0.2% | 126 |
|