Morningstar Investment Services’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,922
| Closed | -$243K | – | 210 |
|
|
2014
Q4 | $243K | Sell |
8,922
-5,451
| -38% | -$148K | 0.01% | 203 |
|
|
2014
Q3 | $439K | Buy |
14,373
+6,252
| +77% | +$191K | 0.02% | 184 |
|
|
2014
Q2 | $281K | Buy |
+8,121
| New | +$281K | 0.02% | 184 |
|
|
2013
Q3 | – | Sell |
-15,579
| Closed | -$514K | – | 198 |
|
|
2013
Q2 | $514K | Buy |
+15,579
| New | +$514K | 0.05% | 158 |
|