BWM
Braver Wealth Management’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,237
| Closed | -$1.22M | – | 81 |
|
|
2015
Q2 | $1.22M | Sell |
9,237
-1,095
| -11% | -$144K | 0.3% | 57 |
|
|
2015
Q1 | $1.43M | Sell |
10,332
-123
| -1% | -$17K | 0.29% | 56 |
|
|
2014
Q4 | $1.34M | Buy |
10,455
+1,914
| +22% | +$246K | 0.28% | 51 |
|
|
2014
Q3 | $1.05M | Sell |
8,541
-53
| -0.6% | -$6.53K | 0.32% | 53 |
|
|
2014
Q2 | $1.05M | Sell |
8,594
-131
| -2% | -$16K | 0.27% | 57 |
|
|
2014
Q1 | $879K | Sell |
8,725
-5,652
| -39% | -$569K | 0.25% | 54 |
|
|
2013
Q4 | $1.56M | Buy |
14,377
+11,577
| +413% | +$1.25M | 0.54% | 34 |
|
|
2013
Q3 | $255K | Buy |
+2,800
| New | +$255K | 0.09% | 76 |
|