McKinley Carter Wealth Services’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-50
| Closed | -$6K | – | 229 |
|
|
2018
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 399 |
|
|
2017
Q3 | – | Sell |
-18,845
| Closed | -$2.59M | – | 148 |
|
|
2017
Q2 | $2.59M | Sell |
18,845
-187
| -1% | -$25.7K | 1.15% | 22 |
|
|
2017
Q1 | $2.6M | Buy |
19,032
+1,235
| +7% | +$169K | 1.21% | 20 |
|
|
2016
Q4 | $2.1M | Sell |
17,797
-403
| -2% | -$47.6K | 1.06% | 32 |
|
|
2016
Q3 | $2.45M | Buy |
18,200
+243
| +1% | +$32.7K | 1.26% | 20 |
|
|
2016
Q2 | $2.31M | Buy |
17,957
+2,025
| +13% | +$260K | 1.2% | 27 |
|
|
2016
Q1 | $1.82M | Buy |
15,932
+686
| +4% | +$78.4K | 1.01% | 32 |
|
|
2015
Q4 | $1.7M | Buy |
+15,246
| New | +$1.7M | 0.97% | 39 |
|