WFG Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1213 |
|
|
2015
Q3 | – | Sell |
-1,550
| Closed | -$150K | – | 1628 |
|
|
2015
Q2 | $150K | Buy |
1,550
+50
| +3% | +$4.84K | 0.04% | 417 |
|
|
2015
Q1 | $140K | Sell |
1,500
-105
| -7% | -$9.8K | 0.04% | 440 |
|
|
2014
Q4 | $130K | Sell |
1,605
-140
| -8% | -$11.3K | 0.03% | 560 |
|
|
2014
Q3 | $130K | Hold |
1,745
| – | – | 0.02% | 570 |
|
|
2014
Q2 | $127K | Hold |
1,745
| – | – | 0.02% | 577 |
|
|
2014
Q1 | $119K | Sell |
1,745
-211
| -11% | -$14.4K | 0.02% | 584 |
|
|
2013
Q4 | $135K | Hold |
1,956
| – | – | 0.02% | 633 |
|
|
2013
Q3 | $117K | Sell |
1,956
-60
| -3% | -$3.59K | 0.02% | 656 |
|
|
2013
Q2 | $119K | Buy |
+2,016
| New | +$119K | 0.02% | 600 |
|