Creative Planning’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35
| Closed | -$1K | – | 2360 |
|
|
2017
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 4328 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$13K | – | 4540 |
|
|
2016
Q4 | $13K | Buy |
500
+480
| +2,400% | +$12.5K | ﹤0.01% | 3308 |
|
|
2016
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4403 |
|
|
2015
Q1 | – | Sell |
-502
| Closed | -$14K | – | 4103 |
|
|
2014
Q4 | $14K | Hold |
502
| – | – | ﹤0.01% | 2869 |
|
|
2014
Q3 | $15K | Sell |
502
-66
| -12% | -$1.97K | ﹤0.01% | 2667 |
|
|
2014
Q2 | $20K | Sell |
568
-41
| -7% | -$1.44K | ﹤0.01% | 2446 |
|
|
2014
Q1 | $21K | Buy |
+609
| New | +$21K | ﹤0.01% | 2307 |
|
|
2013
Q4 | – | Sell |
-215
| Closed | -$8K | – | 3349 |
|
|
2013
Q3 | $8K | Buy |
215
+115
| +115% | +$4.28K | ﹤0.01% | 2547 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2704 |
|