PFA
Paradigm Financial Advisors’s Edgewell Personal Care EPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,152
| Closed | -$766K | – | 109 |
|
|
2018
Q1 | $766K | Hold |
14,152
| – | – | 0.33% | 51 |
|
|
2017
Q4 | $759K | Hold |
14,152
| – | – | 0.34% | 51 |
|
|
2017
Q3 | $839K | Hold |
14,152
| – | – | 0.41% | 48 |
|
|
2017
Q2 | $878K | Hold |
14,152
| – | – | 0.44% | 48 |
|
|
2017
Q1 | $911K | Hold |
14,152
| – | – | 0.47% | 47 |
|
|
2016
Q4 | $831K | Hold |
14,152
| – | – | 0.45% | 48 |
|
|
2016
Q3 | $915K | Hold |
14,152
| – | – | 0.55% | 40 |
|
|
2016
Q2 | $961K | Hold |
14,152
| – | – | 0.58% | 39 |
|
|
2016
Q1 | $855K | Buy |
14,152
+7,076
| +100% | +$428K | 0.33% | 41 |
|
|
2015
Q4 | $554K | Sell |
7,076
-7,076
| -50% | -$554K | 0.35% | 51 |
|
|
2015
Q3 | $546K | Buy |
14,152
+7,076
| +100% | +$273K | 0.36% | 47 |
|
|
2015
Q2 | $930K | Hold |
7,076
| – | – | 0.7% | 36 |
|
|
2015
Q1 | $976K | Buy |
7,076
+717
| +11% | +$98.9K | 0.76% | 35 |
|
|
2014
Q4 | $817K | Hold |
6,359
| – | – | 0.66% | 36 |
|
|
2014
Q3 | $783K | Hold |
6,359
| – | – | 0.67% | 42 |
|
|
2014
Q2 | $775K | Hold |
6,359
| – | – | 0.66% | 43 |
|
|
2014
Q1 | $641K | Hold |
6,359
| – | – | 0.59% | 48 |
|
|
2013
Q4 | $688K | Buy |
+6,359
| New | +$688K | 0.67% | 43 |
|