Tocqueville Asset Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,500
| Closed | -$482K | – | 724 |
|
|
2020
Q4 | $482K | Sell |
2,500
-200
| -7% | -$38.6K | 0.01% | 546 |
|
|
2020
Q3 | $424K | Hold |
2,700
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $464K | Sell |
2,700
-250
| -8% | -$43K | 0.01% | 498 |
|
|
2020
Q1 | $352K | Buy |
2,950
+250
| +9% | +$29.8K | 0.01% | 513 |
|
|
2019
Q4 | $378K | Buy |
2,700
+200
| +8% | +$28K | 0.01% | 602 |
|
|
2019
Q3 | $352K | Hold |
2,500
| – | – | ﹤0.01% | 622 |
|
|
2019
Q2 | $338K | Buy |
+2,500
| New | +$338K | ﹤0.01% | 662 |
|
|
2015
Q3 | – | Sell |
-3,588
| Closed | -$348K | – | 974 |
|
|
2015
Q2 | $348K | Buy |
3,588
+88
| +3% | +$8.54K | ﹤0.01% | 805 |
|
|
2015
Q1 | $326K | Hold |
3,500
| – | – | ﹤0.01% | 793 |
|
|
2014
Q4 | $283K | Hold |
3,500
| – | – | ﹤0.01% | 823 |
|
|
2014
Q3 | $262K | Sell |
3,500
-6,300
| -64% | -$472K | ﹤0.01% | 761 |
|
|
2014
Q2 | $711K | Hold |
9,800
| – | – | 0.01% | 646 |
|
|
2014
Q1 | $667K | Sell |
9,800
-39
| -0.4% | -$2.65K | 0.01% | 520 |
|
|
2013
Q4 | $680K | Sell |
9,839
-151
| -2% | -$10.4K | 0.01% | 519 |
|
|
2013
Q3 | $598K | Sell |
9,990
-2,430
| -20% | -$145K | 0.01% | 608 |
|
|
2013
Q2 | $732K | Buy |
+12,420
| New | +$732K | 0.01% | 564 |
|