Lenox Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-122
| Closed | -$9K | – | 96 |
|
|
2016
Q4 | $9K | Hold |
122
| – | – | ﹤0.01% | 96 |
|
|
2016
Q3 | $10K | Hold |
122
| – | – | ﹤0.01% | 173 |
|
|
2016
Q2 | $10K | Hold |
122
| – | – | ﹤0.01% | 167 |
|
|
2016
Q1 | $10K | Sell |
122
-11
| -8% | -$902 | ﹤0.01% | 164 |
|
|
2015
Q4 | $10K | Buy |
133
+11
| +9% | +$827 | ﹤0.01% | 178 |
|
|
2015
Q3 | $10K | Buy |
122
+61
| +100% | +$5K | ﹤0.01% | 180 |
|
|
2015
Q2 | $8K | Sell |
61
-104
| -63% | -$13.6K | ﹤0.01% | 160 |
|
|
2015
Q1 | $17K | Hold |
165
| – | – | 0.01% | 136 |
|
|
2014
Q4 | $16K | Hold |
165
| – | – | 0.01% | 146 |
|
|
2014
Q3 | $15K | Hold |
165
| – | – | 0.01% | 148 |
|
|
2014
Q2 | $15K | Hold |
165
| – | – | 0.01% | 126 |
|
|
2014
Q1 | $12K | Buy |
+165
| New | +$12K | 0.01% | 121 |
|
|
2013
Q4 | – | Sell |
-69
| Closed | -$5K | – | 385 |
|
|
2013
Q3 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 162 |
|