Monetary Management Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,290
| Closed | -$1.69M | – | 307 |
|
|
2017
Q2 | $1.69M | Buy |
12,290
+1,025
| +9% | +$141K | 0.69% | 50 |
|
|
2017
Q1 | $1.54M | Sell |
11,265
-5,310
| -32% | -$726K | 0.67% | 51 |
|
|
2016
Q4 | $1.96M | Buy |
16,575
+350
| +2% | +$41.4K | 0.91% | 41 |
|
|
2016
Q3 | $2.18M | Hold |
16,225
| – | – | 1.01% | 39 |
|
|
2016
Q2 | $2.08M | Hold |
16,225
| – | – | 0.97% | 41 |
|
|
2016
Q1 | $1.85M | Buy |
16,225
+300
| +2% | +$34.3K | 0.9% | 42 |
|
|
2015
Q4 | $1.77M | Hold |
15,925
| – | – | 0.85% | 41 |
|
|
2015
Q3 | $1.55M | Sell |
15,925
-100
| -0.6% | -$9.72K | 0.77% | 45 |
|
|
2015
Q2 | $1.56M | Buy |
16,025
+300
| +2% | +$29.1K | 0.7% | 46 |
|
|
2015
Q1 | $1.46M | Buy |
15,725
+400
| +3% | +$37.2K | 0.65% | 52 |
|
|
2014
Q4 | $1.24M | Hold |
15,325
| – | – | 0.55% | 63 |
|
|
2014
Q3 | $1.15M | Hold |
15,325
| – | – | 0.53% | 60 |
|
|
2014
Q2 | $1.11M | Hold |
15,325
| – | – | 0.52% | 62 |
|
|
2014
Q1 | $1.04M | Sell |
15,325
-150
| -1% | -$10.2K | 0.49% | 66 |
|
|
2013
Q4 | $1.07M | Hold |
15,475
| – | – | 0.5% | 62 |
|
|
2013
Q3 | $926K | Hold |
15,475
| – | – | 0.49% | 66 |
|
|
2013
Q2 | $911K | Buy |
+15,475
| New | +$911K | 0.5% | 65 |
|