Stratos Wealth Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-88
| Closed | -$11K | – | 1253 |
|
|
2018
Q3 | $11K | Buy |
+88
| New | +$11K | ﹤0.01% | 2132 |
|
|
2018
Q2 | – | Sell |
-221
| Closed | -$26K | – | 1394 |
|
|
2018
Q1 | $26K | Sell |
221
-2,873
| -93% | -$338K | ﹤0.01% | 1904 |
|
|
2017
Q4 | $365K | Buy |
3,094
+394
| +15% | +$46.5K | 0.02% | 635 |
|
|
2017
Q3 | $286K | Buy |
2,700
+53
| +2% | +$5.61K | 0.01% | 710 |
|
|
2017
Q2 | $364K | Buy |
2,647
+542
| +26% | +$74.5K | 0.02% | 573 |
|
|
2017
Q1 | $288K | Buy |
+2,105
| New | +$288K | 0.02% | 593 |
|