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Jeppson Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Jeppson Wealth Management’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-135
Closed -$4K – 225
2020
Q3 		$4K Buy
+135
New +$4K ﹤0.01% 453

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Jeppson Wealth Management's EPC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Edgewell Personal Care (EPC) in Q4 2020, closing a stake of 135 shares — an estimated $4K sold.

Jeppson Wealth Management first reported a position in EPC in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 228 funds tracked by Wall St. Rank hold EPC as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Edgewell Personal Care position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 135 Edgewell Personal Care shares in Q4 2020, an estimated $4K.
  • Jeppson Wealth Management first reported a position in Edgewell Personal Care in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Edgewell Personal Care position peaked at $4K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.