Kurt F. Somerville’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-3,000
| Closed | -$318K | – | 107 |
|
2017
Q3 | $318K | Hold |
3,000
| – | – | 0.06% | 86 |
|
2017
Q2 | $412K | Hold |
3,000
| – | – | 0.08% | 78 |
|
2017
Q1 | $410K | Sell |
3,000
-1,000
| -25% | -$137K | 0.09% | 81 |
|
2016
Q4 | $473K | Hold |
4,000
| – | – | 0.1% | 80 |
|
2016
Q3 | $538K | Hold |
4,000
| – | – | 0.12% | 78 |
|
2016
Q2 | $514K | Hold |
4,000
| – | – | 0.12% | 79 |
|
2016
Q1 | $457K | Sell |
4,000
-1,000
| -20% | -$114K | 0.1% | 79 |
|
2015
Q4 | $557K | Hold |
5,000
| – | – | 0.13% | 78 |
|
2015
Q3 | $486K | Hold |
5,000
| – | – | 0.12% | 79 |
|
2015
Q2 | $485K | Hold |
5,000
| – | – | 0.11% | 81 |
|
2015
Q1 | $465K | Hold |
5,000
| – | – | 0.11% | 82 |
|
2014
Q4 | $404K | Buy |
+5,000
| New | +$404K | 0.1% | 94 |
|