Walter & Keenan Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $445K | Hold |
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|
2017
Q4 | $445K | Hold |
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|
2017
Q3 | $400K | Sell |
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|
2017
Q2 | $617K | Hold |
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|
2017
Q1 | $614K | Hold |
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|
2016
Q4 | $531K | Hold |
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|
2016
Q3 | $604K | Hold |
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|
2016
Q2 | $577K | Hold |
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|
2016
Q1 | $513K | Hold |
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|
2015
Q4 | $500K | Hold |
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|
2015
Q3 | $436K | Sell |
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|
2015
Q2 | $485K | Hold |
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|
2015
Q1 | $465K | Hold |
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|
2014
Q4 | $404K | Hold |
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|
2014
Q3 | $374K | Hold |
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|
2014
Q2 | $363K | Hold |
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|
2014
Q1 | $340K | Buy |
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