MWM
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Merriman Wealth Management’s Equifax EFX Stock Holding History

Merriman Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,780
Closed -$232K – 177
2018
Q3 		$232K Hold
1,780
– – 0.05% 158
2018
Q2 		$223K Hold
1,780
– – 0.05% 153
2018
Q1 		$210K Hold
1,780
– – 0.06% 172
2017
Q4 		$210K Buy
+1,780
New +$210K 0.05% 156