JOYN Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,826
| Closed | -$216K | – | 134 |
|
2019
Q1 | $216K | Buy |
1,826
+9
| +0.5% | +$1.07K | 0.05% | 103 |
|
2018
Q4 | $169K | Buy |
1,817
+81
| +5% | +$7.53K | 0.04% | 130 |
|
2018
Q3 | $227K | Buy |
1,736
+1,095
| +171% | +$143K | 0.04% | 134 |
|
2018
Q2 | $80K | Buy |
641
+135
| +27% | +$16.8K | 0.02% | 273 |
|
2018
Q1 | $60K | Buy |
+506
| New | +$60K | 0.01% | 408 |
|