RKL Wealth Management’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
-6,424
Closed -$880K 148
2017
Q2
$880K Buy
6,424
+1,974
+44% +$270K 0.28% 75
2017
Q1
$608K Buy
4,450
+2,471
+125% +$338K 0.24% 65
2016
Q4
$234K Buy
+1,979
New +$234K 0.11% 89