EWA
SRCL
EP Wealth Advisors’s Stericycle Inc SRCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,690
| Closed | -$204K | – | 168 |
|
|
2015
Q4 | $204K | Hold |
1,690
| – | – | 0.03% | 140 |
|
|
2015
Q3 | $235K | Hold |
1,690
| – | – | 0.04% | 122 |
|
|
2015
Q2 | $226K | Hold |
1,690
| – | – | 0.04% | 110 |
|
|
2015
Q1 | $237K | Sell |
1,690
-245
| -13% | -$34.4K | 0.04% | 115 |
|
|
2014
Q4 | $254K | Hold |
1,935
| – | – | 0.04% | 117 |
|
|
2014
Q3 | $226K | Hold |
1,935
| – | – | 0.04% | 106 |
|
|
2014
Q2 | $229K | Hold |
1,935
| – | – | 0.05% | 107 |
|
|
2014
Q1 | $220K | Sell |
1,935
-9
| -0.5% | -$1.02K | 0.06% | 106 |
|
|
2013
Q4 | $226K | Hold |
1,944
| – | – | 0.06% | 112 |
|
|
2013
Q3 | $224K | Buy |
1,944
+9
| +0.5% | +$1.04K | 0.07% | 95 |
|
|
2013
Q2 | $214K | Buy |
+1,935
| New | +$214K | 0.08% | 72 |
|