Legacy Private Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-19,290
| Closed | -$2.05M | – | 235 |
|
|
2017
Q3 | $2.05M | Sell |
19,290
-19,509
| -50% | -$2.07M | 0.25% | 86 |
|
|
2017
Q2 | $5.33M | Buy |
38,799
+5,255
| +16% | +$722K | 0.67% | 37 |
|
|
2017
Q1 | $4.59M | Buy |
33,544
+10,804
| +48% | +$1.48M | 0.59% | 49 |
|
|
2016
Q4 | $2.69M | Sell |
22,740
-4,268
| -16% | -$505K | 0.37% | 81 |
|
|
2016
Q3 | $3.64M | Buy |
27,008
+1,310
| +5% | +$176K | 0.49% | 55 |
|
|
2016
Q2 | $3.3M | Buy |
25,698
+4,542
| +21% | +$583K | 0.48% | 61 |
|
|
2016
Q1 | $2.42M | Buy |
21,156
+7,446
| +54% | +$851K | 0.36% | 79 |
|
|
2015
Q4 | $1.53M | Buy |
+13,710
| New | +$1.53M | 0.23% | 105 |
|