Aperio Group’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 |
-37,030
| Closed | -$1.26M | – | 2221 |
|
|
2016
Q4 | $1.26M | Buy |
37,030
+10,808
| +41% | +$368K | 0.01% | 1018 |
|
|
2016
Q3 | $895K | Buy |
26,222
+1,079
| +4% | +$36.8K | 0.01% | 1155 |
|
|
2016
Q2 | $854K | Sell |
25,143
-1,756
| -7% | -$59.6K | 0.01% | 1145 |
|
|
2016
Q1 | $889K | Sell |
26,899
-238
| -0.9% | -$7.87K | 0.01% | 1095 |
|
|
2015
Q4 | $762K | Buy |
27,137
+5,363
| +25% | +$151K | 0.01% | 1131 |
|
|
2015
Q3 | $480K | Buy |
21,774
+476
| +2% | +$10.5K | ﹤0.01% | 1317 |
|
|
2015
Q2 | $464K | Sell |
21,298
-11,905
| -36% | -$259K | ﹤0.01% | 1365 |
|
|
2015
Q1 | $824K | Sell |
33,203
-1,419
| -4% | -$35.2K | 0.01% | 1016 |
|
|
2014
Q4 | $1.03M | Buy |
34,622
+882
| +3% | +$26.2K | 0.01% | 894 |
|
|
2014
Q3 | $815K | Buy |
33,740
+3,559
| +12% | +$86K | 0.01% | 930 |
|
|
2014
Q2 | $775K | Buy |
30,181
+5,763
| +24% | +$148K | 0.01% | 943 |
|
|
2014
Q1 | $594K | Buy |
+24,418
| New | +$594K | 0.01% | 1248 |
|
|
2013
Q4 | – | Sell |
-12,320
| Closed | -$267K | – | 1358 |
|
|
2013
Q3 | $267K | Buy |
12,320
+3,179
| +35% | +$68.9K | 0.01% | 1489 |
|
|
2013
Q2 | $204K | Buy |
+9,141
| New | +$204K | ﹤0.01% | 1496 |
|