Telemus Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $282K | Sell |
1,139
-302
| -21% | -$61.3K | 0.02% | 292 |
|
|
2023
Q3 | $264K | Sell |
1,441
-3,752
| -72% | -$766K | 0.02% | 271 |
|
|
2023
Q2 | $1.22M | Sell |
5,193
-207
| -4% | -$43.6K | 0.1% | 147 |
|
|
2023
Q1 | $1.1M | Sell |
5,400
-368
| -6% | -$76.6K | 0.1% | 162 |
|
|
2022
Q4 | $1.18M | Sell |
5,768
-382
| -6% | -$69.8K | 0.11% | 158 |
|
|
2022
Q3 | $1.05M | Sell |
6,150
-132
| -2% | -$25.9K | 0.11% | 153 |
|
|
2022
Q2 | $1.15M | Sell |
6,282
-491
| -7% | -$98.3K | 0.11% | 160 |
|
|
2022
Q1 | $1.61M | Sell |
6,773
-1,563
| -19% | -$368K | 0.14% | 136 |
|
|
2021
Q4 | $2.44M | Sell |
8,336
-350
| -4% | -$97.4K | 0.2% | 108 |
|
|
2021
Q3 | $2.2M | Sell |
8,686
-488
| -5% | -$127K | 0.19% | 105 |
|
|
2021
Q2 | $2.2M | Sell |
9,174
-654
| -7% | -$146K | 0.16% | 115 |
|
|
2021
Q1 | $1.83M | Sell |
9,828
-429
| -4% | -$75.8K | 0.13% | 135 |
|
|
2020
Q4 | $1.98M | Buy |
10,257
+40
| +0.4% | +$6.72K | 0.15% | 119 |
|
|
2020
Q3 | $1.67M | Sell |
10,217
-85
| -0.8% | -$13.9K | 0.12% | 144 |
|
|
2020
Q2 | $1.68M | Sell |
10,302
-295
| -3% | -$43.7K | 0.13% | 131 |
|
|
2020
Q1 | $1.63M | Sell |
10,597
-519
| -5% | -$75.5K | 0.13% | 130 |
|
|
2019
Q4 | $1.56M | Sell |
11,116
-353
| -3% | -$48.9K | 0.12% | 141 |
|
|
2019
Q3 | $1.61M | Buy |
11,469
+36
| +0.3% | +$5.07K | 0.13% | 130 |
|
|
2019
Q2 | $1.54M | Sell |
11,433
-239
| -2% | -$30K | 0.14% | 128 |
|
|
2019
Q1 | $1.38M | Sell |
11,672
-111
| -0.9% | -$11.8K | 0.11% | 149 |
|
|
2018
Q4 | $1.1M | Sell |
11,783
-365
| -3% | -$38.8K | 0.09% | 168 |
|
|
2018
Q3 | $1.59M | Sell |
12,148
-304
| -2% | -$39.6K | 0.12% | 142 |
|
|
2018
Q2 | $1.56M | Sell |
12,452
-136
| -1% | -$16.1K | 0.12% | 145 |
|
|
2018
Q1 | $1.48M | Buy |
12,588
+5,303
| +73% | +$637K | 0.12% | 153 |
|
|
2017
Q4 | $859K | Buy |
+7,285
| New | +$819K | 0.07% | 218 |
|
Other funds holding EFX
GIM
