Plancorp LLC’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 |
-2,826
| Closed | -$389K | – | 169 |
|
|
2017
Q2 | $389K | Hold |
2,826
| – | – | 0.12% | 105 |
|
|
2017
Q1 | $384K | Hold |
2,826
| – | – | 0.11% | 111 |
|
|
2016
Q4 | $334K | Buy |
+2,826
| New | +$334K | 0.1% | 117 |
|
|
2014
Q4 | – | Sell |
-2,826
| Closed | -$210K | – | 78 |
|
|
2014
Q3 | $210K | Buy |
+2,826
| New | +$210K | 0.22% | 91 |
|
|
2014
Q2 | – | Sell |
-12,416
| Closed | -$845K | – | 81 |
|
|
2014
Q1 | $845K | Sell |
12,416
-1,500
| -11% | -$102K | 0.57% | 37 |
|
|
2013
Q4 | $962K | Buy |
+13,916
| New | +$962K | 0.84% | 24 |
|