Toth Financial Advisory’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-4,305
| Closed | -$785K | – | 480 |
|
2019
Q3 | $785K | Hold |
4,305
| – | – | 0.17% | 89 |
|
2019
Q2 | $745K | Hold |
4,305
| – | – | 0.17% | 86 |
|
2019
Q1 | $728K | Buy |
4,305
+4,080
| +1,813% | +$690K | 0.17% | 90 |
|
2018
Q4 | $26K | Hold |
225
| – | – | 0.01% | 221 |
|
2018
Q3 | $31K | Sell |
225
-4,500
| -95% | -$620K | 0.01% | 228 |
|
2018
Q2 | $587K | Sell |
4,725
-4,500
| -49% | -$559K | 0.14% | 113 |
|
2018
Q1 | $1.06M | Sell |
9,225
-785
| -8% | -$89.9K | 0.26% | 87 |
|
2017
Q4 | $1.08M | Hold |
10,010
| – | – | 0.25% | 87 |
|
2017
Q3 | $880K | Hold |
10,010
| – | – | 0.22% | 97 |
|
2017
Q2 | $842K | Buy |
10,010
+610
| +6% | +$51.3K | 0.22% | 92 |
|
2017
Q1 | $710K | Buy |
+9,400
| New | +$710K | 0.19% | 100 |
|