Security National Trust’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 |
-270
| Closed | -$37K | – | 403 |
|
|
2017
Q2 | $37K | Sell |
270
-15
| -5% | -$2.06K | 0.01% | 292 |
|
|
2017
Q1 | $39K | Sell |
285
-165
| -37% | -$22.6K | 0.01% | 292 |
|
|
2016
Q4 | $53K | Hold |
450
| – | – | 0.02% | 266 |
|
|
2016
Q3 | $61K | Hold |
450
| – | – | 0.02% | 256 |
|
|
2016
Q2 | $58K | Sell |
450
-90
| -17% | -$11.6K | 0.02% | 257 |
|
|
2016
Q1 | $61K | Buy |
+540
| New | +$61K | 0.02% | 249 |
|