Joel Isaacson & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-50
| Closed | -$6K | – | 277 |
|
|
2016
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 550 |
|
|
2016
Q2 | – | Sell |
-1,191
| Closed | -$136K | – | 730 |
|
|
2016
Q1 | $136K | Hold |
1,191
| – | – | 0.03% | 209 |
|
|
2015
Q4 | $133K | Hold |
1,191
| – | – | 0.03% | 194 |
|
|
2015
Q3 | $116K | Hold |
1,191
| – | – | 0.03% | 205 |
|
|
2015
Q2 | $116K | Hold |
1,191
| – | – | 0.03% | 231 |
|
|
2015
Q1 | $111K | Hold |
1,191
| – | – | 0.03% | 243 |
|
|
2014
Q4 | $96K | Hold |
1,191
| – | – | 0.03% | 235 |
|
|
2014
Q3 | $89K | Hold |
1,191
| – | – | 0.03% | 224 |
|
|
2014
Q2 | $86K | Buy |
+1,191
| New | +$86K | 0.03% | 222 |
|