CWA
Constellation Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,400
| Closed | -$316K | – | 106 |
|
|
2015
Q2 | $316K | Buy |
2,400
+300
| +14% | +$39.5K | 0.03% | 158 |
|
|
2015
Q1 | $290K | Hold |
2,100
| – | – | 0.03% | 163 |
|
|
2014
Q4 | $270K | Buy |
2,100
+100
| +5% | +$12.9K | 0.02% | 162 |
|
|
2014
Q3 | $246K | Buy |
+2,000
| New | +$246K | 0.02% | 181 |
|
|
2014
Q1 | – | Sell |
-2,100
| Closed | -$227K | – | 190 |
|
|
2013
Q4 | $227K | Sell |
2,100
-200
| -9% | -$21.6K | 0.02% | 185 |
|
|
2013
Q3 | $210K | Buy |
2,300
+200
| +10% | +$18.3K | 0.02% | 184 |
|
|
2013
Q2 | $211K | Buy |
+2,100
| New | +$211K | 0.03% | 180 |
|