Shelton Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-729
| Closed | -$214K | – | 743 |
|
|
2024
Q3 | $214K | Buy |
+729
| New | +$214K | 0.01% | 684 |
|
|
2022
Q1 | – | Sell |
-794
| Closed | -$232K | – | 812 |
|
|
2021
Q4 | $232K | Hold |
794
| – | – | 0.01% | 709 |
|
|
2021
Q3 | $201K | Buy |
+794
| New | +$201K | 0.01% | 771 |
|
|
2018
Q4 | – | Sell |
-1,770
| Closed | -$231K | – | 821 |
|
|
2018
Q3 | $231K | Hold |
1,770
| – | – | 0.01% | 764 |
|
|
2018
Q2 | $221K | Hold |
1,770
| – | – | 0.01% | 740 |
|
|
2018
Q1 | $209K | Hold |
1,770
| – | – | 0.01% | 757 |
|
|
2017
Q4 | $209K | Buy |
+1,770
| New | +$209K | 0.01% | 791 |
|
|
2017
Q3 | – | Sell |
-1,770
| Closed | -$243K | – | 840 |
|
|
2017
Q2 | $243K | Hold |
1,770
| – | – | 0.02% | 706 |
|
|
2017
Q1 | $242K | Hold |
1,770
| – | – | 0.02% | 688 |
|
|
2016
Q4 | $209K | Hold |
1,770
| – | – | 0.02% | 808 |
|
|
2016
Q3 | $238K | Sell |
1,770
-1,411
| -44% | -$190K | 0.02% | 662 |
|
|
2016
Q2 | $408K | Sell |
3,181
-2,189
| -41% | -$281K | 0.04% | 438 |
|
|
2016
Q1 | $614K | Buy |
5,370
+100
| +2% | +$11.4K | 0.06% | 305 |
|
|
2015
Q4 | $587K | Buy |
+5,270
| New | +$587K | 0.06% | 301 |
|
|
2013
Q3 | – | Sell |
-4,970
| Closed | -$293K | – | 696 |
|
|
2013
Q2 | $293K | Buy |
+4,970
| New | +$293K | 0.05% | 440 |
|