Personal Capital Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,511
| Closed | -$383K | – | 555 |
|
|
2021
Q3 | $383K | Buy |
1,511
+30
| +2% | +$7.8K | ﹤0.01% | 352 |
|
|
2021
Q2 | $355K | Sell |
1,481
-8
| -0.5% | -$1.79K | ﹤0.01% | 366 |
|
|
2021
Q1 | $270K | Sell |
1,489
-35
| -2% | -$6.18K | ﹤0.01% | 412 |
|
|
2020
Q4 | $294K | Buy |
1,524
+38
| +3% | +$6.39K | ﹤0.01% | 386 |
|
|
2020
Q3 | $233K | Sell |
1,486
-2
| -0.1% | -$328 | ﹤0.01% | 376 |
|
|
2020
Q2 | $256K | Buy |
+1,488
| New | +$220K | ﹤0.01% | 313 |
|
|
2020
Q1 | – | Sell |
-1,548
| Closed | -$217K | – | 357 |
|
|
2019
Q4 | $217K | Sell |
1,548
-109
| -7% | -$15.1K | ﹤0.01% | 378 |
|
|
2019
Q3 | $233K | Buy |
1,657
+81
| +5% | +$11.4K | ﹤0.01% | 326 |
|
|
2019
Q2 | $213K | Buy |
+1,576
| New | +$198K | ﹤0.01% | 309 |
|
|
2017
Q3 | – | Sell |
-114,871
| Closed | -$15.8M | – | 231 |
|
|
2017
Q2 | $15.8M | Sell |
114,871
-23,466
| -17% | -$3.22M | 0.35% | 80 |
|
|
2017
Q1 | $18.8M | Buy |
138,337
+13,203
| +11% | +$1.68M | 0.47% | 65 |
|
|
2016
Q4 | $14.8M | Buy |
125,134
+8,844
| +8% | +$1.08M | 0.44% | 74 |
|
|
2016
Q3 | $15.5M | Buy |
116,290
+7,350
| +7% | +$975K | 0.52% | 60 |
|
|
2016
Q2 | $14M | Buy |
108,940
+8,444
| +8% | +$1.02M | 0.54% | 62 |
|
|
2016
Q1 | $11.5M | Buy |
100,496
+6,818
| +7% | +$717K | 0.53% | 62 |
|
|
2015
Q4 | $10.4M | Sell |
93,678
-42,127
| -31% | -$4.55M | 0.57% | 59 |
|
|
2015
Q3 | $13.2M | Buy |
135,805
+13,388
| +11% | +$1.33M | 0.87% | 18 |
|
|
2015
Q2 | $12M | Buy |
122,417
+1,818
| +2% | +$177K | 0.83% | 25 |
|
|
2015
Q1 | $11.2M | Buy |
120,599
+16,742
| +16% | +$1.49M | 0.91% | 18 |
|
|
2014
Q4 | $8.4M | Buy |
103,857
+18,085
| +21% | +$1.4M | 0.86% | 31 |
|
|
2014
Q3 | $6.41M | Buy |
85,772
+16,335
| +24% | +$1.24M | 0.82% | 28 |
|
|
2014
Q2 | $5.04M | Buy |
69,437
+16,370
| +31% | +$1.15M | 0.83% | 36 |
|
|
2014
Q1 | $3.61M | Buy |
53,067
+13,671
| +35% | +$956K | 0.81% | 50 |
|
|
2013
Q4 | $2.72M | Buy |
+39,396
| New | +$2.56M | 0.86% | 45 |
|
Other funds holding EFX
