WF
WealthTrust Fairport’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.54M | Sell |
29,841
-44
| -0.1% | -$5.21K | 0.33% | 69 |
|
|
2018
Q4 | $2.78M | Sell |
29,885
-146
| -0.5% | -$13.6K | 0.29% | 70 |
|
|
2018
Q3 | $3.92M | Buy |
30,031
+59
| +0.2% | +$7.7K | 0.36% | 68 |
|
|
2018
Q2 | $3.75M | Sell |
29,972
-195
| -0.6% | -$24.4K | 0.36% | 64 |
|
|
2018
Q1 | $3.55M | Sell |
30,167
-881
| -3% | -$104K | 0.36% | 65 |
|
|
2017
Q4 | $3.66M | Sell |
31,048
-849
| -3% | -$100K | 0.37% | 66 |
|
|
2017
Q3 | $3.38M | Sell |
31,897
-27,572
| -46% | -$2.92M | 0.36% | 71 |
|
|
2017
Q2 | $8.17M | Sell |
59,469
-2,991
| -5% | -$411K | 0.9% | 33 |
|
|
2017
Q1 | $8.54M | Buy |
62,460
+1,523
| +2% | +$208K | 0.96% | 26 |
|
|
2016
Q4 | $7.21M | Sell |
60,937
-1,688
| -3% | -$200K | 0.86% | 38 |
|
|
2016
Q3 | $8.43M | Buy |
62,625
+56,023
| +849% | +$7.54M | 1.04% | 20 |
|
|
2016
Q2 | $382K | Sell |
6,602
-69,909
| -91% | -$4.05M | 0.05% | 110 |
|
|
2016
Q1 | $8.74M | Buy |
76,511
+1,371
| +2% | +$157K | 1.18% | 19 |
|
|
2015
Q4 | $8.37M | Sell |
75,140
-307
| -0.4% | -$34.2K | 1.15% | 19 |
|
|
2015
Q3 | $7.33M | Buy |
75,447
+325
| +0.4% | +$31.6K | 1.08% | 22 |
|
|
2015
Q2 | $7.29M | Sell |
75,122
-189
| -0.3% | -$18.4K | 1.01% | 25 |
|
|
2015
Q1 | $7M | Sell |
75,311
-486
| -0.6% | -$45.2K | 0.96% | 29 |
|
|
2014
Q4 | $6.13M | Sell |
75,797
-2,357
| -3% | -$191K | 0.87% | 41 |
|
|
2014
Q3 | $5.84M | Sell |
78,154
-7,027
| -8% | -$525K | 0.87% | 38 |
|
|
2014
Q2 | $6.18M | Sell |
85,181
-26,727
| -24% | -$1.94M | 0.91% | 34 |
|
|
2014
Q1 | $7.61M | Sell |
111,908
-5,559
| -5% | -$378K | 1.17% | 25 |
|
|
2013
Q4 | $8.12M | Sell |
117,467
-4,066
| -3% | -$281K | 1.27% | 23 |
|
|
2013
Q3 | $7.27M | Sell |
121,533
-2,757
| -2% | -$165K | 1.2% | 25 |
|
|
2013
Q2 | $7.32M | Buy |
+124,290
| New | +$7.32M | 1.29% | 24 |
|