RHBC
R.H. Bluestein & Co’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,565
| Closed | -$352K | – | 325 |
|
|
2017
Q2 | $352K | Hold |
2,565
| – | – | 0.02% | 195 |
|
|
2017
Q1 | $351K | Hold |
2,565
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $303K | Sell |
2,565
-1,500
| -37% | -$177K | 0.02% | 211 |
|
|
2016
Q3 | $547K | Buy |
4,065
+65
| +2% | +$8.75K | 0.04% | 101 |
|
|
2016
Q2 | $514K | Hold |
4,000
| – | – | 0.04% | 95 |
|
|
2016
Q1 | $457K | Sell |
4,000
-1,000
| -20% | -$114K | 0.03% | 130 |
|
|
2015
Q4 | $557K | Hold |
5,000
| – | – | 0.03% | 120 |
|
|
2015
Q3 | $486K | Hold |
5,000
| – | – | 0.03% | 136 |
|
|
2015
Q2 | $485K | Hold |
5,000
| – | – | 0.03% | 181 |
|
|
2015
Q1 | $465K | Hold |
5,000
| – | – | 0.03% | 176 |
|
|
2014
Q4 | $404K | Hold |
5,000
| – | – | 0.03% | 211 |
|
|
2014
Q3 | $374K | Buy |
+5,000
| New | +$374K | 0.02% | 241 |
|