WKWM
Walter & Keenan Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,775
| Closed | -$445K | – | 175 |
|
|
2018
Q1 | $445K | Hold |
3,775
| – | – | 0.19% | 103 |
|
|
2017
Q4 | $445K | Hold |
3,775
| – | – | 0.19% | 102 |
|
|
2017
Q3 | $400K | Sell |
3,775
-715
| -16% | -$75.8K | 0.18% | 102 |
|
|
2017
Q2 | $617K | Hold |
4,490
| – | – | 0.31% | 73 |
|
|
2017
Q1 | $614K | Hold |
4,490
| – | – | 0.32% | 71 |
|
|
2016
Q4 | $531K | Hold |
4,490
| – | – | 0.28% | 77 |
|
|
2016
Q3 | $604K | Hold |
4,490
| – | – | 0.33% | 71 |
|
|
2016
Q2 | $577K | Hold |
4,490
| – | – | 0.32% | 74 |
|
|
2016
Q1 | $513K | Hold |
4,490
| – | – | 0.29% | 82 |
|
|
2015
Q4 | $500K | Hold |
4,490
| – | – | 0.29% | 80 |
|
|
2015
Q3 | $436K | Sell |
4,490
-510
| -10% | -$49.5K | 0.27% | 86 |
|
|
2015
Q2 | $485K | Hold |
5,000
| – | – | 0.28% | 83 |
|
|
2015
Q1 | $465K | Hold |
5,000
| – | – | 0.26% | 88 |
|
|
2014
Q4 | $404K | Hold |
5,000
| – | – | 0.23% | 93 |
|
|
2014
Q3 | $374K | Hold |
5,000
| – | – | 0.22% | 101 |
|
|
2014
Q2 | $363K | Hold |
5,000
| – | – | 0.19% | 105 |
|
|
2014
Q1 | $340K | Buy |
+5,000
| New | +$340K | 0.19% | 101 |
|