EP Wealth Advisors’s BAXALTA INC COM STK (DE) BXLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-6,373
Closed -$257K 152
2016
Q1
$257K Buy
6,373
+746
+13% +$30.1K 0.04% 114
2015
Q4
$220K Buy
+5,627
New +$220K 0.04% 136