Halsey Associates’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $264K | Hold |
1,878
| – | – | 0.04% | 91 |
|
|
2019
Q2 | $254K | Hold |
1,878
| – | – | 0.05% | 83 |
|
|
2019
Q1 | $223K | Buy |
+1,878
| New | +$223K | 0.04% | 98 |
|
|
2018
Q4 | – | Sell |
-1,878
| Closed | -$245K | – | 105 |
|
|
2018
Q3 | $245K | Hold |
1,878
| – | – | 0.04% | 90 |
|
|
2018
Q2 | $235K | Hold |
1,878
| – | – | 0.05% | 87 |
|
|
2018
Q1 | $221K | Hold |
1,878
| – | – | 0.04% | 100 |
|
|
2017
Q4 | $221K | Sell |
1,878
-113
| -6% | -$13.3K | 0.04% | 99 |
|
|
2017
Q3 | $211K | Hold |
1,991
| – | – | 0.04% | 90 |
|
|
2017
Q2 | $274K | Hold |
1,991
| – | – | 0.06% | 86 |
|
|
2017
Q1 | $272K | Hold |
1,991
| – | – | 0.06% | 88 |
|
|
2016
Q4 | $235K | Sell |
1,991
-129
| -6% | -$15.2K | 0.05% | 92 |
|
|
2016
Q3 | $285K | Hold |
2,120
| – | – | 0.06% | 85 |
|
|
2016
Q2 | $272K | Hold |
2,120
| – | – | 0.06% | 89 |
|
|
2016
Q1 | $242K | Hold |
2,120
| – | – | 0.05% | 90 |
|
|
2015
Q4 | $236K | Sell |
2,120
-180
| -8% | -$20K | 0.05% | 94 |
|
|
2015
Q3 | $224K | Hold |
2,300
| – | – | 0.05% | 97 |
|
|
2015
Q2 | $223K | Hold |
2,300
| – | – | 0.05% | 102 |
|
|
2015
Q1 | $214K | Buy |
+2,300
| New | +$214K | 0.05% | 98 |
|