Regal Investment Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,307
| Closed | -$2.15M | – | 91 |
|
|
2019
Q4 | $2.15M | Sell |
15,307
-504
| -3% | -$70.6K | 0.39% | 81 |
|
|
2019
Q3 | $2.22M | Sell |
15,811
-1,820
| -10% | -$256K | 0.43% | 73 |
|
|
2019
Q2 | $2.38M | Sell |
17,631
-389
| -2% | -$52.6K | 0.46% | 62 |
|
|
2019
Q1 | $2.14M | Buy |
18,020
+177
| +1% | +$21K | 0.43% | 73 |
|
|
2018
Q4 | $1.66M | Buy |
+17,843
| New | +$1.66M | 0.36% | 88 |
|