AWA
Arete Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,684
| Closed | -$204K | – | 422 |
|
|
2021
Q2 | $204K | Buy |
+4,684
| New | +$204K | 0.03% | 334 |
|
|
2019
Q2 | – | Sell |
-4,684
| Closed | -$205K | – | 400 |
|
|
2019
Q1 | $205K | Buy |
+4,684
| New | +$205K | 0.04% | 356 |
|
|
2018
Q4 | – | Sell |
-4,684
| Closed | -$216K | – | 379 |
|
|
2018
Q3 | $216K | Hold |
4,684
| – | – | 0.05% | 328 |
|
|
2018
Q2 | $236K | Hold |
4,684
| – | – | 0.06% | 318 |
|
|
2018
Q1 | $228K | Hold |
4,684
| – | – | 0.08% | 286 |
|
|
2017
Q4 | $278K | Sell |
4,684
-10,581
| -69% | -$628K | 0.09% | 250 |
|
|
2017
Q3 | $1.11M | Sell |
15,265
-6,428
| -30% | -$468K | 0.44% | 63 |
|
|
2017
Q2 | $1.65M | Buy |
+21,693
| New | +$1.65M | 0.75% | 37 |
|