FineMark National Bank & Trust’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$209K | – | 341 |
|
|
2018
Q3 | $209K | Hold |
1,600
| – | – | 0.01% | 307 |
|
|
2018
Q2 | $200K | Buy |
+1,600
| New | +$200K | 0.01% | 387 |
|
|
2017
Q3 | – | Sell |
-4,337
| Closed | -$596K | – | 374 |
|
|
2017
Q2 | $596K | Buy |
4,337
+27
| +0.6% | +$3.71K | 0.04% | 201 |
|
|
2017
Q1 | $589K | Hold |
4,310
| – | – | 0.04% | 201 |
|
|
2016
Q4 | $510K | Buy |
4,310
+200
| +5% | +$23.7K | 0.04% | 213 |
|
|
2016
Q3 | $553K | Buy |
4,110
+1,400
| +52% | +$188K | 0.06% | 200 |
|
|
2016
Q2 | $348K | Hold |
2,710
| – | – | 0.04% | 249 |
|
|
2016
Q1 | $310K | Buy |
2,710
+100
| +4% | +$11.4K | 0.04% | 255 |
|
|
2015
Q4 | $291K | Buy |
2,610
+100
| +4% | +$11.1K | 0.03% | 262 |
|
|
2015
Q3 | $244K | Buy |
2,510
+850
| +51% | +$82.6K | 0.03% | 303 |
|
|
2015
Q2 | $161K | Buy |
1,660
+50
| +3% | +$4.85K | 0.02% | 377 |
|
|
2015
Q1 | $150K | Sell |
1,610
-200
| -11% | -$18.6K | 0.02% | 397 |
|
|
2014
Q4 | $146K | Buy |
1,810
+1,310
| +262% | +$106K | 0.02% | 412 |
|
|
2014
Q3 | $37K | Hold |
500
| – | – | 0.01% | 716 |
|
|
2014
Q2 | $36K | Hold |
500
| – | – | 0.01% | 719 |
|
|
2014
Q1 | $34K | Hold |
500
| – | – | 0.01% | 713 |
|
|
2013
Q4 | $35K | Hold |
500
| – | – | 0.01% | 674 |
|
|
2013
Q3 | $30K | Sell |
500
-46
| -8% | -$2.76K | 0.01% | 683 |
|
|
2013
Q2 | $32K | Buy |
+546
| New | +$32K | 0.01% | 657 |
|