Mission Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,262
| Closed | -$267K | – | 204 |
|
|
2016
Q4 | $267K | Sell |
2,262
-7
| -0.3% | -$826 | 0.05% | 138 |
|
|
2016
Q3 | $305K | Hold |
2,269
| – | – | 0.07% | 119 |
|
|
2016
Q2 | $291K | Buy |
2,269
+7
| +0.3% | +$898 | 0.08% | 114 |
|
|
2016
Q1 | $259K | Hold |
2,262
| – | – | 0.07% | 117 |
|
|
2015
Q4 | $252K | Hold |
2,262
| – | – | 0.07% | 113 |
|
|
2015
Q3 | $220K | Buy |
+2,262
| New | +$220K | 0.07% | 120 |
|