Meag Munich Ergo’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,008
| Closed | -$279K | – | 297 |
|
|
2019
Q4 | $279K | Sell |
2,008
-6,068
| -75% | -$843K | 0.03% | 365 |
|
|
2019
Q3 | $1.14M | Buy |
8,076
+3,405
| +73% | +$479K | 0.06% | 331 |
|
|
2019
Q2 | $620K | Hold |
4,671
| – | – | 0.05% | 353 |
|
|
2019
Q1 | $545K | Buy |
+4,671
| New | +$545K | 0.04% | 377 |
|
|
2018
Q1 | – | Sell |
-5,765
| Closed | -$694K | – | 426 |
|
|
2017
Q4 | $694K | Buy |
+5,765
| New | +$694K | 0.03% | 404 |
|
|
2017
Q1 | – | Sell |
-30,169
| Closed | -$3.6M | – | 333 |
|
|
2016
Q4 | $3.6M | Sell |
30,169
-7,421
| -20% | -$886K | 0.17% | 156 |
|
|
2016
Q3 | $5.02M | Buy |
+37,590
| New | +$5.02M | 0.25% | 118 |
|
|
2016
Q1 | – | Sell |
-28,506
| Closed | -$3.22M | – | 249 |
|
|
2015
Q4 | $3.22M | Sell |
28,506
-29,931
| -51% | -$3.38M | 0.16% | 152 |
|
|
2015
Q3 | $5.65M | Buy |
+58,437
| New | +$5.65M | 0.3% | 100 |
|