Wealthfront’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $247K | Buy |
1,895
+59
| +3% | +$7.69K | ﹤0.01% | 476 |
|
|
2018
Q2 | $230K | Sell |
1,836
-574
| -24% | -$71.9K | ﹤0.01% | 476 |
|
|
2018
Q1 | $284K | Buy |
2,410
+357
| +17% | +$42.1K | ﹤0.01% | 444 |
|
|
2017
Q4 | $242K | Buy |
+2,053
| New | +$242K | ﹤0.01% | 461 |
|
|
2017
Q3 | – | Sell |
-2,695
| Closed | -$370K | – | 501 |
|
|
2017
Q2 | $370K | Sell |
2,695
-556
| -17% | -$76.3K | 0.01% | 340 |
|
|
2017
Q1 | $445K | Buy |
3,251
+51
| +2% | +$6.98K | 0.01% | 245 |
|
|
2016
Q4 | $378K | Sell |
3,200
-338
| -10% | -$39.9K | 0.01% | 249 |
|
|
2016
Q3 | $476K | Buy |
3,538
+1,141
| +48% | +$154K | 0.01% | 187 |
|
|
2016
Q2 | $308K | Buy |
2,397
+335
| +16% | +$43K | 0.01% | 248 |
|
|
2016
Q1 | $236K | Sell |
2,062
-157
| -7% | -$18K | 0.01% | 284 |
|
|
2015
Q4 | $247K | Buy |
2,219
+219
| +11% | +$24.4K | 0.01% | 254 |
|
|
2015
Q3 | $194K | Buy |
2,000
+601
| +43% | +$58.3K | 0.01% | 281 |
|
|
2015
Q2 | $136K | Buy |
1,399
+137
| +11% | +$13.3K | 0.01% | 342 |
|
|
2015
Q1 | $117K | Buy |
1,262
+415
| +49% | +$38.5K | 0.01% | 358 |
|
|
2014
Q4 | $68K | Buy |
847
+236
| +39% | +$18.9K | ﹤0.01% | 424 |
|
|
2014
Q3 | $46K | Buy |
611
+156
| +34% | +$11.7K | ﹤0.01% | 421 |
|
|
2014
Q2 | $33K | Sell |
455
-1,157
| -72% | -$83.9K | ﹤0.01% | 430 |
|
|
2014
Q1 | $112K | Buy |
+1,612
| New | +$112K | 0.01% | 115 |
|