BWM
BerganKDV Wealth Management’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$6K | – | 940 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 591 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 540 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 582 |
|
|
2019
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 539 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 505 |
|
|
2018
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 500 |
|