OneDigital 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
Q3 | – | Sell |
-400
| Closed | -$11K | – | 687 |
|
|
2019
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 912 |
|
|
2019
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 758 |
|
|
2018
Q4 | $15K | Hold |
400
| – | – | ﹤0.01% | 759 |
|
|
2018
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 695 |
|
|
2018
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 804 |
|
|
2018
Q1 | $20K | Sell |
400
-300
| -43% | -$15K | ﹤0.01% | 816 |
|
|
2017
Q4 | $42K | Hold |
700
| – | – | ﹤0.01% | 558 |
|
|
2017
Q3 | $51K | Hold |
700
| – | – | 0.02% | 380 |
|
|
2017
Q2 | $53K | Buy |
+700
| New | +$53K | 0.02% | 455 |
|