Independent Portfolio Consultants’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-945
| Closed | -$121K | – | 720 |
|
|
2016
Q2 | $121K | Sell |
945
-70
| -7% | -$8.96K | 0.04% | 419 |
|
|
2016
Q1 | $116K | Buy |
1,015
+65
| +7% | +$7.43K | 0.03% | 447 |
|
|
2015
Q4 | $106K | Sell |
950
-45
| -5% | -$5.02K | 0.03% | 458 |
|
|
2015
Q3 | $97K | Sell |
995
-150
| -13% | -$14.6K | 0.02% | 464 |
|
|
2015
Q2 | $111K | Sell |
1,145
-896
| -44% | -$86.9K | 0.02% | 483 |
|
|
2015
Q1 | $190K | Sell |
2,041
-139
| -6% | -$12.9K | 0.04% | 371 |
|
|
2014
Q4 | $176K | Sell |
2,180
-2,370
| -52% | -$191K | 0.04% | 395 |
|
|
2014
Q3 | $340K | Sell |
4,550
-485
| -10% | -$36.2K | 0.09% | 368 |
|
|
2014
Q2 | $365K | Buy |
5,035
+120
| +2% | +$8.7K | 0.1% | 341 |
|
|
2014
Q1 | $334K | Hold |
4,915
| – | – | 0.11% | 349 |
|
|
2013
Q4 | $340K | Buy |
4,915
+75
| +2% | +$5.19K | 0.12% | 346 |
|
|
2013
Q3 | $290K | Sell |
4,840
-60
| -1% | -$3.6K | 0.12% | 367 |
|
|
2013
Q2 | $289K | Buy |
+4,900
| New | +$289K | 0.13% | 339 |
|