Washington Trust Bank’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$247K | – | 226 |
|
|
2023
Q4 | $247K | Buy |
+1,000
| New | +$247K | 0.02% | 199 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$235K | – | 218 |
|
|
2023
Q2 | $235K | Hold |
1,000
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $203K | Buy |
+1,000
| New | +$203K | 0.02% | 213 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$237K | – | 225 |
|
|
2022
Q1 | $237K | Hold |
1,000
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $293K | Hold |
1,000
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $253K | Hold |
1,000
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $240K | Buy |
+1,000
| New | +$240K | 0.03% | 161 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$119K | – | 294 |
|
|
2019
Q1 | $119K | Hold |
1,000
| – | – | 0.02% | 235 |
|
|
2018
Q4 | $93K | Sell |
1,000
-16
| -2% | -$1.49K | 0.01% | 267 |
|
|
2018
Q3 | $133K | Buy |
1,016
+16
| +2% | +$2.09K | 0.02% | 251 |
|
|
2018
Q2 | $125K | Hold |
1,000
| – | – | 0.02% | 272 |
|
|
2018
Q1 | $118K | Sell |
1,000
-17
| -2% | -$2.01K | 0.02% | 284 |
|
|
2017
Q4 | $120K | Buy |
1,017
+17
| +2% | +$2.01K | 0.02% | 285 |
|
|
2017
Q3 | $106K | Buy |
+1,000
| New | +$106K | 0.02% | 300 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$5K | – | 757 |
|
|
2016
Q4 | $5K | Sell |
41
-17
| -29% | -$2.07K | ﹤0.01% | 615 |
|
|
2016
Q3 | $8K | Buy |
58
+29
| +100% | +$4K | ﹤0.01% | 561 |
|
|
2016
Q2 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 657 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$73K | – | 820 |
|
|
2014
Q2 | $73K | Hold |
1,000
| – | – | 0.01% | 425 |
|
|
2014
Q1 | $68K | Buy |
+1,000
| New | +$68K | 0.01% | 424 |
|