West Oak Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-125
| Closed | -$17.2K | – | 342 |
|
|
2017
Q2 | $17.2K | Hold |
125
| – | – | 0.01% | 252 |
|
|
2017
Q1 | $17.1K | Hold |
125
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $14.8K | Sell |
125
-125
| -50% | -$14.8K | 0.01% | 260 |
|
|
2016
Q3 | $33.6K | Buy |
250
+100
| +67% | +$13.5K | 0.02% | 205 |
|
|
2016
Q2 | $19.3K | Buy |
+150
| New | +$19.3K | 0.01% | 229 |
|