Tarbox Family Office’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-92
| Closed | -$22K | – | 378 |
|
|
2022
Q1 | $22K | Sell |
92
-28
| -23% | -$6.7K | ﹤0.01% | 269 |
|
|
2021
Q4 | $35K | Hold |
120
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $30K | Hold |
120
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $29K | Hold |
120
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $22K | Hold |
120
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $23K | Hold |
120
| – | – | ﹤0.01% | 285 |
|
|
2020
Q3 | $19K | Hold |
120
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $21K | Buy |
120
+21
| +21% | +$3.68K | 0.01% | 269 |
|
|
2020
Q1 | $12K | Buy |
99
+36
| +57% | +$4.36K | ﹤0.01% | 303 |
|
|
2019
Q4 | $9K | Buy |
63
+10
| +19% | +$1.43K | ﹤0.01% | 396 |
|
|
2019
Q3 | $7K | Hold |
53
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $7K | Buy |
53
+15
| +39% | +$1.98K | ﹤0.01% | 387 |
|
|
2019
Q1 | $5K | Buy |
38
+14
| +58% | +$1.84K | ﹤0.01% | 387 |
|
|
2018
Q4 | $2K | Sell |
24
-42
| -64% | -$3.5K | ﹤0.01% | 480 |
|
|
2018
Q3 | $9K | Hold |
66
| – | – | ﹤0.01% | 327 |
|
|
2018
Q2 | $8K | Hold |
66
| – | – | ﹤0.01% | 328 |
|
|
2018
Q1 | $8K | Hold |
66
| – | – | ﹤0.01% | 338 |
|
|
2017
Q4 | $8K | Buy |
66
+47
| +247% | +$5.7K | ﹤0.01% | 334 |
|
|
2017
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 485 |
|
|
2015
Q4 | – | Sell |
-12
| Closed | -$1K | – | 549 |
|
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 470 |
|
|
2015
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 444 |
|
|
2015
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 460 |
|
|
2014
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 453 |
|
|
2014
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 456 |
|
|
2014
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 481 |
|
|
2014
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 498 |
|
|
2013
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 499 |
|