Northwest & Ethical Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,720
| Closed | -$924K | – | 355 |
|
|
2017
Q3 | $924K | Sell |
8,720
-1,880
| -18% | -$199K | 0.06% | 288 |
|
|
2017
Q2 | $1.46M | Sell |
10,600
-3,280
| -24% | -$451K | 0.1% | 240 |
|
|
2017
Q1 | $1.9M | Sell |
13,880
-770
| -5% | -$105K | 0.13% | 202 |
|
|
2016
Q4 | $1.73M | Sell |
14,650
-350
| -2% | -$41.4K | 0.12% | 204 |
|
|
2016
Q3 | $2.02M | Buy |
+15,000
| New | +$2.02M | 0.14% | 163 |
|
|
2014
Q4 | – | Sell |
-18,370
| Closed | -$1.37M | – | 227 |
|
|
2014
Q3 | $1.37M | Sell |
18,370
-28,050
| -60% | -$2.1M | 0.09% | 169 |
|
|
2014
Q2 | $3.37M | Buy |
46,420
+1,910
| +4% | +$139K | 0.21% | 118 |
|
|
2014
Q1 | $3.03M | Buy |
+44,510
| New | +$3.03M | 0.2% | 125 |
|