Meritage Portfolio Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-65,398
| Closed | -$7.47M | – | 194 |
|
|
2016
Q1 | $7.47M | Sell |
65,398
-750
| -1% | -$85.7K | 0.85% | 27 |
|
|
2015
Q4 | $7.37M | Buy |
66,148
+170
| +0.3% | +$18.9K | 0.83% | 23 |
|
|
2015
Q3 | $6.41M | Buy |
65,978
+2,168
| +3% | +$211K | 0.74% | 30 |
|
|
2015
Q2 | $6.2M | Buy |
63,810
+440
| +0.7% | +$42.7K | 0.65% | 44 |
|
|
2015
Q1 | $5.89M | Buy |
63,370
+795
| +1% | +$73.9K | 0.59% | 60 |
|
|
2014
Q4 | $5.06M | Sell |
62,575
-420
| -0.7% | -$34K | 0.54% | 78 |
|
|
2014
Q3 | $4.71M | Sell |
62,995
-1,875
| -3% | -$140K | 0.54% | 88 |
|
|
2014
Q2 | $4.71M | Buy |
64,870
+915
| +1% | +$66.4K | 0.51% | 96 |
|
|
2014
Q1 | $4.35M | Buy |
63,955
+1,005
| +2% | +$68.4K | 0.52% | 93 |
|
|
2013
Q4 | $4.35M | Sell |
62,950
-2,995
| -5% | -$207K | 0.54% | 89 |
|
|
2013
Q3 | $3.95M | Buy |
65,945
+2,525
| +4% | +$151K | 0.51% | 101 |
|
|
2013
Q2 | $3.74M | Buy |
+63,420
| New | +$3.74M | 0.54% | 86 |
|