SeaCrest Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-22
| Closed | -$3K | – | 874 |
|
2019
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1837 |
|
2018
Q4 | $2K | Sell |
22
-981
| -98% | -$89.2K | ﹤0.01% | 1901 |
|
2018
Q3 | $131K | Hold |
1,003
| – | – | 0.02% | 655 |
|
2018
Q2 | $126K | Sell |
1,003
-14
| -1% | -$1.76K | 0.02% | 648 |
|
2018
Q1 | $120K | Sell |
1,017
-2,000
| -66% | -$236K | 0.02% | 642 |
|
2017
Q4 | $356K | Buy |
+3,017
| New | +$356K | 0.07% | 328 |
|