IFP Advisors’s Edgewell Personal Care EPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | -$125 | – | 2753 |
|
2025
Q1 | – | Hold |
0
| – | -$134 | – | 3797 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3919 |
|
2023
Q1 | – | Sell |
-1,343
| Closed | -$72K | – | 3688 |
|
2022
Q4 | $72K | Buy |
1,343
+89
| +7% | +$4.77K | ﹤0.01% | 1976 |
|
2022
Q3 | $64K | Hold |
1,254
| – | – | ﹤0.01% | 2186 |
|
2022
Q2 | $64K | Hold |
1,254
| – | – | ﹤0.01% | 1988 |
|
2022
Q1 | $64K | Buy |
+1,254
| New | +$64K | ﹤0.01% | 1988 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3687 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3425 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3338 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3238 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3105 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 2986 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2980 |
|
2019
Q4 | – | Sell |
-1,242
| Closed | -$40K | – | 3051 |
|
2019
Q3 | $40K | Buy |
+1,242
| New | +$40K | ﹤0.01% | 1471 |
|
2019
Q1 | $49K | Sell |
1,115
-60
| -5% | -$2.64K | 0.01% | 980 |
|
2018
Q4 | $44K | Sell |
1,175
-274
| -19% | -$10.3K | ﹤0.01% | 1665 |
|
2018
Q3 | $67K | Sell |
1,449
-26
| -2% | -$1.2K | ﹤0.01% | 1717 |
|
2018
Q2 | $74K | Buy |
1,475
+1,132
| +330% | +$56.8K | ﹤0.01% | 1659 |
|
2018
Q1 | $20K | Hold |
343
| – | – | ﹤0.01% | 2383 |
|
2017
Q4 | $20K | Sell |
343
-210
| -38% | -$12.2K | ﹤0.01% | 2381 |
|
2017
Q3 | $40K | Sell |
553
-257
| -32% | -$18.6K | ﹤0.01% | 2110 |
|
2017
Q2 | $62K | Sell |
810
-8
| -1% | -$612 | ﹤0.01% | 1802 |
|
2017
Q1 | $60K | Sell |
818
-117
| -13% | -$8.58K | ﹤0.01% | 1801 |
|
2016
Q4 | $68K | Buy |
935
+215
| +30% | +$15.6K | ﹤0.01% | 1687 |
|
2016
Q3 | $57K | Buy |
720
+55
| +8% | +$4.35K | ﹤0.01% | 1715 |
|
2016
Q2 | $56K | Sell |
665
-450
| -40% | -$37.9K | ﹤0.01% | 1693 |
|
2016
Q1 | $49K | Buy |
1,115
+31
| +3% | +$1.36K | 0.01% | 980 |
|
2015
Q4 | $85K | Buy |
+1,084
| New | +$85K | 0.01% | 1261 |
|