Choate Investment Advisors’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,180
| Closed | -$231K | – | 242 |
|
|
2017
Q3 | $231K | Hold |
3,180
| – | – | 0.01% | 227 |
|
|
2017
Q2 | $242K | Sell |
3,180
-395
| -11% | -$30K | 0.01% | 223 |
|
|
2017
Q1 | $261K | Hold |
3,575
| – | – | 0.02% | 224 |
|
|
2016
Q4 | $261K | Hold |
3,575
| – | – | 0.02% | 213 |
|
|
2016
Q3 | $284K | Hold |
3,575
| – | – | 0.02% | 200 |
|
|
2016
Q2 | $302K | Sell |
3,575
-1,036
| -22% | -$87.4K | 0.02% | 188 |
|
|
2016
Q1 | $371K | Sell |
4,611
-6,051
| -57% | -$487K | 0.03% | 178 |
|
|
2015
Q4 | $1.37M | Buy |
10,662
+4,763
| +81% | +$612K | 0.1% | 102 |
|
|
2015
Q3 | $481K | Sell |
5,899
-1,423
| -19% | -$116K | 0.03% | 160 |
|
|
2015
Q2 | $963K | Sell |
7,322
-2,650
| -27% | -$349K | 0.06% | 111 |
|
|
2015
Q1 | $1.02M | Sell |
9,972
-4,411
| -31% | -$451K | 0.06% | 114 |
|
|
2014
Q4 | $1.37M | Sell |
14,383
-2,852
| -17% | -$272K | 0.08% | 101 |
|
|
2014
Q3 | $1.57M | Sell |
17,235
-8,602
| -33% | -$786K | 0.1% | 91 |
|
|
2014
Q2 | $2.28M | Sell |
25,837
-7,423
| -22% | -$655K | 0.13% | 76 |
|
|
2014
Q1 | $2.06M | Buy |
33,260
+4,606
| +16% | +$285K | 0.13% | 82 |
|
|
2013
Q4 | $2.3M | Sell |
28,654
-1,650
| -5% | -$132K | 0.15% | 80 |
|
|
2013
Q3 | $2.05M | Buy |
30,304
+215
| +0.7% | +$14.5K | 0.15% | 85 |
|
|
2013
Q2 | $2.24M | Buy |
+30,089
| New | +$2.24M | 0.18% | 78 |
|