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Toth Financial Advisory’s EPAM Systems EPAM Stock Holding History

Toth Financial Advisory’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,305
Closed -$785K – 493
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% +$612K 0.17% 90
2018
Q4 		$26K Hold
225
– – 0.01% 222
2018
Q3 		$31K Sell
225
-4,500
-95% -$606K 0.01% 228
2018
Q2 		$587K Sell
4,725
-4,500
-49% -$541K 0.14% 113
2018
Q1 		$1.06M Sell
9,225
-785
-8% -$89.8K 0.26% 87
2017
Q4 		$1.07M Hold
10,010
– – 0.26% 87
2017
Q3 		$880K Hold
10,010
– – 0.22% 97
2017
Q2 		$842K Buy
10,010
+610
+6% +$49K 0.22% 92
2017
Q1 		$710K Buy
+9,400
New +$654K 0.19% 100

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Capital World Investors
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JP Morgan Chase
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Invesco
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Wellington Management Group
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HL
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return