American Trust Investment Advisors’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,695
| Closed | -$215K | – | 93 |
|
|
2021
Q4 | $215K | Buy |
+4,695
| New | +$215K | 0.11% | 85 |
|
|
2021
Q3 | – | Sell |
-5,095
| Closed | -$224K | – | 87 |
|
|
2021
Q2 | $224K | Sell |
5,095
-85,780
| -94% | -$3.77M | 0.12% | 79 |
|
|
2021
Q1 | $3.6M | Sell |
90,875
-4,270
| -4% | -$169K | 2.1% | 24 |
|
|
2020
Q4 | $3.29M | Buy |
95,145
+850
| +0.9% | +$29.4K | 2.04% | 18 |
|
|
2020
Q3 | $2.63M | Buy |
94,295
+1,540
| +2% | +$42.9K | 1.9% | 19 |
|
|
2020
Q2 | $2.89M | Buy |
+92,755
| New | +$2.89M | 2.34% | 16 |
|