EP Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-6,330
Closed -$274K 427
2019
Q3
$274K Buy
+6,330
New +$274K 0.01% 291
2017
Q3
Sell
-7,000
Closed -$269K 187
2017
Q2
$269K Sell
7,000
-13,000
-65% -$500K 0.03% 146
2017
Q1
$765K Buy
+20,000
New +$765K 0.11% 69