Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,505
| Closed | -$242K | – | 312 |
|
|
2019
Q1 | $242K | Sell |
5,505
-137
| -2% | -$6.02K | 0.05% | 273 |
|
|
2018
Q4 | $241K | Sell |
5,642
-1,331
| -19% | -$56.9K | 0.05% | 279 |
|
|
2018
Q3 | $331K | Sell |
6,973
-452
| -6% | -$21.5K | 0.06% | 236 |
|
|
2018
Q2 | $375K | Buy |
7,425
+1,528
| +26% | +$77.2K | 0.07% | 224 |
|
|
2018
Q1 | $288K | Buy |
+5,897
| New | +$288K | 0.06% | 245 |
|