IFP Advisors’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2827 |
|
|
2023
Q4 | – | Sell |
-370
| Closed | -$9.78K | – | 3130 |
|
|
2023
Q3 | $9.78K | Hold |
370
| – | – | ﹤0.01% | 2261 |
|
|
2023
Q2 | $9.99K | Hold |
370
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q1 | $8.64K | Sell |
370
-482
| -57% | -$11.3K | ﹤0.01% | 2356 |
|
|
2022
Q4 | $23K | Buy |
852
+108
| +15% | +$2.92K | ﹤0.01% | 2775 |
|
|
2022
Q3 | $18K | Hold |
744
| – | – | ﹤0.01% | 3179 |
|
|
2022
Q2 | $18K | Hold |
744
| – | – | ﹤0.01% | 2934 |
|
|
2022
Q1 | $18K | Buy |
744
+374
| +101% | +$9.05K | ﹤0.01% | 2934 |
|
|
2021
Q4 | $8K | Sell |
370
-485
| -57% | -$10.5K | ﹤0.01% | 2257 |
|
|
2021
Q3 | $18K | Hold |
855
| – | – | ﹤0.01% | 1971 |
|
|
2021
Q2 | $23K | Hold |
855
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q1 | $23K | Sell |
855
-322
| -27% | -$8.66K | ﹤0.01% | 1787 |
|
|
2020
Q4 | $26K | Hold |
1,177
| – | – | ﹤0.01% | 1693 |
|
|
2020
Q3 | $22K | Hold |
1,177
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q2 | $22K | Hold |
1,177
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q1 | $19K | Buy |
+1,177
| New | +$19K | ﹤0.01% | 1490 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3050 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3216 |
|
|
2018
Q4 | – | Sell |
-166
| Closed | -$5K | – | 3570 |
|
|
2018
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 3152 |
|
|
2018
Q2 | $5K | Buy |
166
+44
| +36% | +$1.33K | ﹤0.01% | 3194 |
|
|
2018
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 3365 |
|
|
2017
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 3364 |
|
|
2017
Q3 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 3565 |
|
|
2016
Q1 | – | Sell |
-37
| Closed | -$1K | – | 2662 |
|
|
2015
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 3488 |
|