Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 862 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 757 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 781 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 773 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 787 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 821 |
|
|
2018
Q4 | $4K | Sell |
100
-109
| -52% | -$4.36K | ﹤0.01% | 782 |
|
|
2018
Q3 | $10K | Hold |
209
| – | – | ﹤0.01% | 690 |
|
|
2018
Q2 | $11K | Hold |
209
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $10K | Hold |
209
| – | – | ﹤0.01% | 646 |
|
|
2017
Q4 | $12K | Hold |
209
| – | – | ﹤0.01% | 615 |
|
|
2017
Q3 | $15K | Hold |
209
| – | – | ﹤0.01% | 555 |
|
|
2017
Q2 | $16K | Buy |
209
+109
| +109% | +$8.34K | ﹤0.01% | 549 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2016
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 531 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 960 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$8K | – | 985 |
|
|
2015
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 840 |
|
|
2015
Q2 | – | Sell |
-135
| Closed | -$14K | – | 1377 |
|
|
2015
Q1 | $14K | Hold |
135
| – | – | ﹤0.01% | 754 |
|
|
2014
Q4 | $13K | Hold |
135
| – | – | ﹤0.01% | 462 |
|
|
2014
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 488 |
|
|
2014
Q2 | $12K | Hold |
135
| – | – | ﹤0.01% | 518 |
|
|
2014
Q1 | $10K | Hold |
135
| – | – | ﹤0.01% | 549 |
|
|
2013
Q4 | $11K | Hold |
135
| – | – | ﹤0.01% | 511 |
|
|
2013
Q3 | $9K | Hold |
135
| – | – | ﹤0.01% | 491 |
|
|
2013
Q2 | $10K | Buy |
+135
| New | +$10K | ﹤0.01% | 468 |
|