Avantax Planning Partners’s Energizer ENR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-4,098
| Closed | -$206K | – | 286 |
|
2019
Q4 | $206K | Buy |
+4,098
| New | +$206K | 0.01% | 289 |
|
2018
Q4 | – | Sell |
-4,207
| Closed | -$247K | – | 533 |
|
2018
Q3 | $247K | Buy |
4,207
+109
| +3% | +$6.4K | 0.02% | 216 |
|
2018
Q2 | $258K | Sell |
4,098
-138
| -3% | -$8.69K | 0.02% | 197 |
|
2018
Q1 | $252K | Buy |
+4,236
| New | +$252K | 0.02% | 262 |
|