Mark Sheptoff Financial Planning’s Empire District Electric EDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$136K | – | 384 |
|
|
2016
Q4 | $136K | Hold |
4,000
| – | – | 0.1% | 122 |
|
|
2016
Q3 | $137K | Hold |
4,000
| – | – | 0.1% | 115 |
|
|
2016
Q2 | $136K | Hold |
4,000
| – | – | 0.1% | 109 |
|
|
2016
Q1 | $132K | Hold |
4,000
| – | – | 0.11% | 109 |
|
|
2015
Q4 | $112K | Hold |
4,000
| – | – | 0.09% | 126 |
|
|
2015
Q3 | $88K | Hold |
4,000
| – | – | 0.08% | 140 |
|
|
2015
Q2 | $87K | Hold |
4,000
| – | – | 0.07% | 148 |
|
|
2015
Q1 | $99K | Hold |
4,000
| – | – | 0.08% | 139 |
|
|
2014
Q4 | $119K | Hold |
4,000
| – | – | 0.11% | 123 |
|
|
2014
Q3 | $97K | Hold |
4,000
| – | – | 0.09% | 145 |
|
|
2014
Q2 | $103K | Hold |
4,000
| – | – | 0.09% | 140 |
|
|
2014
Q1 | $97K | Buy |
+4,000
| New | +$97K | 0.09% | 147 |
|