American Investment Services’s Empire District Electric EDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-46,564
| Closed | -$1.59M | – | 110 |
|
|
2016
Q4 | $1.59M | Hold |
46,564
| – | – | 0.66% | 23 |
|
|
2016
Q3 | $1.59M | Hold |
46,564
| – | – | 0.66% | 25 |
|
|
2016
Q2 | $1.58M | Sell |
46,564
-4,384
| -9% | -$149K | 0.68% | 23 |
|
|
2016
Q1 | $1.68M | Hold |
50,948
| – | – | 0.82% | 17 |
|
|
2015
Q4 | $1.43M | Buy |
50,948
+6,436
| +14% | +$181K | 0.78% | 18 |
|
|
2015
Q3 | $981K | Hold |
44,512
| – | – | 0.55% | 34 |
|
|
2015
Q2 | $970K | Hold |
44,512
| – | – | 0.52% | 33 |
|
|
2015
Q1 | $1.11M | Hold |
44,512
| – | – | 0.6% | 30 |
|
|
2014
Q4 | $1.32M | Hold |
44,512
| – | – | 0.72% | 24 |
|
|
2014
Q3 | $1.08M | Hold |
44,512
| – | – | 0.59% | 30 |
|
|
2014
Q2 | $1.14M | Buy |
+44,512
| New | +$1.14M | 0.62% | 29 |
|