Simon Quick Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18
| Closed | -$3K | – | 538 |
|
|
2019
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 542 |
|
|
2019
Q3 | – | Sell |
-53
| Closed | -$7.17K | – | 409 |
|
|
2019
Q2 | $7.17K | Buy |
+53
| New | +$7.17K | ﹤0.01% | 248 |
|
|
2019
Q1 | – | Sell |
-650
| Closed | -$61K | – | 407 |
|
|
2018
Q4 | $61K | Sell |
650
-16
| -2% | -$1.5K | 0.02% | 167 |
|
|
2018
Q3 | $87K | Sell |
666
-100
| -13% | -$13.1K | 0.04% | 127 |
|
|
2018
Q2 | $95K | Sell |
766
-750
| -49% | -$93K | 0.04% | 122 |
|
|
2018
Q1 | $179K | Buy |
1,516
+1,500
| +9,375% | +$177K | 0.08% | 91 |
|
|
2017
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 406 |
|