LTI
Laffer Tengler Investments’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$3.71K | – | 443 |
|
|
2023
Q4 | $3.71K | Buy |
+15
| New | +$3.71K | ﹤0.01% | 336 |
|
|
2022
Q2 | – | Sell |
-22
| Closed | -$5.22K | – | 404 |
|
|
2022
Q1 | $5.22K | Buy |
+22
| New | +$5.22K | ﹤0.01% | 339 |
|
|
2018
Q1 | – | Sell |
-13,965
| Closed | -$1.65M | – | 209 |
|
|
2017
Q4 | $1.65M | Hold |
13,965
| – | – | 0.41% | 126 |
|
|
2017
Q3 | $1.48M | Sell |
13,965
-985
| -7% | -$104K | 0.39% | 132 |
|
|
2017
Q2 | $2.05M | Hold |
14,950
| – | – | 0.52% | 89 |
|
|
2017
Q1 | $2.04M | Hold |
14,950
| – | – | 0.54% | 75 |
|
|
2016
Q4 | $1.77M | Buy |
+14,950
| New | +$1.77M | 0.47% | 94 |
|
|
2016
Q2 | – | Sell |
-15,987
| Closed | -$1.83M | – | 230 |
|
|
2016
Q1 | $1.83M | Buy |
+15,987
| New | +$1.83M | 0.49% | 85 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 84 |
|
|
2015
Q3 | – | Sell |
-15,987
| Closed | -$1.55M | – | 111 |
|
|
2015
Q2 | $1.55M | Sell |
15,987
-13,824
| -46% | -$1.34M | 0.38% | 141 |
|
|
2015
Q1 | $2.77M | Buy |
+29,811
| New | +$2.77M | 0.39% | 73 |
|
|
2014
Q4 | – | Sell |
-29,811
| Closed | -$2.23M | – | 100 |
|
|
2014
Q3 | $2.23M | Hold |
29,811
| – | – | 0.33% | 108 |
|
|
2014
Q2 | $2.16M | Sell |
29,811
-2,695
| -8% | -$195K | 0.33% | 124 |
|
|
2014
Q1 | $2.21M | Hold |
32,506
| – | – | 0.36% | 116 |
|
|
2013
Q4 | $2.25M | Buy |
+32,506
| New | +$2.25M | 0.37% | 112 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 146 |
|