Plante Moran Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Hold |
0
| – | – | – | 822 |
|
2023
Q1 | – | Sell |
-144
| Closed | -$5.55K | – | 835 |
|
2022
Q4 | $5.55K | Buy |
+144
| New | +$5.55K | ﹤0.01% | 664 |
|
2020
Q3 | – | Sell |
-567
| Closed | -$18K | – | 868 |
|
2020
Q2 | $18K | Hold |
567
| – | – | 0.01% | 446 |
|
2020
Q1 | $14K | Hold |
567
| – | – | 0.01% | 448 |
|
2019
Q4 | $18K | Hold |
567
| – | – | 0.01% | 475 |
|
2019
Q3 | $18K | Hold |
567
| – | – | 0.01% | 515 |
|
2019
Q2 | $15K | Hold |
567
| – | – | ﹤0.01% | 510 |
|
2019
Q1 | $25K | Sell |
567
-12
| -2% | -$529 | 0.01% | 438 |
|
2018
Q4 | $22K | Buy |
579
+12
| +2% | +$456 | 0.01% | 418 |
|
2018
Q3 | $26K | Hold |
567
| – | – | 0.01% | 401 |
|
2018
Q2 | $29K | Hold |
567
| – | – | 0.01% | 423 |
|
2018
Q1 | $28K | Hold |
567
| – | – | 0.02% | 444 |
|
2017
Q4 | $34K | Hold |
567
| – | – | 0.02% | 416 |
|
2017
Q3 | $41K | Hold |
567
| – | – | 0.02% | 347 |
|
2017
Q2 | $43K | Hold |
567
| – | – | 0.03% | 344 |
|
2017
Q1 | $41K | Hold |
567
| – | – | 0.02% | 354 |
|
2016
Q4 | $41K | Hold |
567
| – | – | 0.03% | 359 |
|
2016
Q3 | $45K | Hold |
567
| – | – | 0.03% | 343 |
|
2016
Q2 | $48K | Hold |
567
| – | – | 0.03% | 286 |
|
2016
Q1 | $46K | Hold |
567
| – | – | 0.04% | 277 |
|
2015
Q4 | $44K | Sell |
567
-567
| -50% | -$44K | 0.03% | 301 |
|
2015
Q3 | $68K | Buy |
1,134
+567
| +100% | +$34K | 0.05% | 225 |
|
2015
Q2 | $75K | Sell |
567
-198
| -26% | -$26.2K | 0.05% | 230 |
|
2015
Q1 | $78K | Hold |
765
| – | – | 0.05% | 223 |
|
2014
Q4 | $73K | Hold |
765
| – | – | 0.05% | 225 |
|
2014
Q3 | $70K | Hold |
765
| – | – | 0.06% | 208 |
|
2014
Q2 | $69K | Hold |
765
| – | – | 0.06% | 187 |
|
2014
Q1 | $57K | Hold |
765
| – | – | 0.06% | 160 |
|
2013
Q4 | $61K | Hold |
765
| – | – | 0.03% | 206 |
|
2013
Q3 | $52K | Hold |
765
| – | – | 0.03% | 186 |
|
2013
Q2 | $57K | Buy |
+765
| New | +$57K | 0.04% | 156 |
|