Peachtree Investment Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,430
| Closed | -$236K | – | 143 |
|
|
2015
Q2 | $236K | Sell |
2,430
-3,354
| -58% | -$326K | 0.18% | 111 |
|
|
2015
Q1 | $538K | Sell |
5,784
-5,970
| -51% | -$555K | 0.39% | 72 |
|
|
2014
Q4 | $951K | Hold |
11,754
| – | – | 0.64% | 42 |
|
|
2014
Q3 | $878K | Hold |
11,754
| – | – | 0.59% | 48 |
|
|
2014
Q2 | $853K | Hold |
11,754
| – | – | 0.57% | 51 |
|
|
2014
Q1 | $800K | Sell |
11,754
-8,323
| -41% | -$566K | 0.55% | 52 |
|
|
2013
Q4 | $1.39M | Buy |
+20,077
| New | +$1.39M | 0.95% | 25 |
|