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Shelton Capital Management’s Equifax EFX Stock Holding History

Shelton Capital Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-729
Closed -$214K – 747
2024
Q3 		$214K Buy
+729
New +$206K 0.01% 684
2022
Q1 		– Sell
-794
Closed -$232K – 827
2021
Q4 		$232K Hold
794
– – 0.01% 713
2021
Q3 		$201K Buy
+794
New +$206K 0.01% 774
2018
Q4 		– Sell
-1,770
Closed -$231K – 825
2018
Q3 		$231K Hold
1,770
– – 0.01% 768
2018
Q2 		$221K Hold
1,770
– – 0.01% 743
2018
Q1 		$209K Hold
1,770
– – 0.01% 759
2017
Q4 		$209K Buy
+1,770
New +$199K 0.01% 796
2017
Q3 		– Sell
-1,770
Closed -$243K – 845
2017
Q2 		$243K Hold
1,770
– – 0.02% 706
2017
Q1 		$242K Hold
1,770
– – 0.02% 693
2016
Q4 		$209K Hold
1,770
– – 0.02% 813
2016
Q3 		$238K Sell
1,770
-1,411
-44% -$187K 0.02% 666
2016
Q2 		$408K Sell
3,181
-2,189
-41% -$265K 0.04% 442
2016
Q1 		$614K Buy
5,370
+100
+2% +$10.5K 0.06% 311
2015
Q4 		$587K Buy
+5,270
New +$569K 0.06% 309
2013
Q3 		– Sell
-4,970
Closed -$293K – 696
2013
Q2 		$293K Buy
+4,970
New +$300K 0.05% 440

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