IAM
Integre Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.92M | Sell |
13,691
-1,303
| -9% | -$183K | 1.09% | 40 |
|
|
2019
Q3 | $2.11M | Hold |
14,994
| – | – | 1.26% | 33 |
|
|
2019
Q2 | $2.03M | Sell |
14,994
-1,886
| -11% | -$255K | 1.16% | 37 |
|
|
2019
Q1 | $2M | Hold |
16,880
| – | – | 1.21% | 36 |
|
|
2018
Q4 | $1.57M | Buy |
16,880
+1,278
| +8% | +$119K | 1.11% | 41 |
|
|
2018
Q3 | $2.04M | Sell |
15,602
-1,822
| -10% | -$238K | 1.18% | 33 |
|
|
2018
Q2 | $2.18M | Hold |
17,424
| – | – | 1.39% | 31 |
|
|
2018
Q1 | $2.05M | Hold |
17,424
| – | – | 1.34% | 34 |
|
|
2017
Q4 | $2.06M | Buy |
17,424
+1,858
| +12% | +$219K | 1.22% | 33 |
|
|
2017
Q3 | $1.65M | Buy |
+15,566
| New | +$1.65M | 1.1% | 42 |
|