SAM
EDE
SignalPoint Asset Management’s Empire District Electric EDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-21,577
| Closed | -$735K | – | 251 |
|
|
2016
Q4 | $735K | Buy |
21,577
+2,247
| +12% | +$76.5K | 0.19% | 106 |
|
|
2016
Q3 | $660K | Buy |
19,330
+3,537
| +22% | +$121K | 0.18% | 104 |
|
|
2016
Q2 | $536K | Hold |
15,793
| – | – | 0.22% | 93 |
|
|
2016
Q1 | $522K | Sell |
15,793
-4,543
| -22% | -$150K | 0.22% | 92 |
|
|
2015
Q4 | $571K | Sell |
20,336
-3,028
| -13% | -$85K | 0.25% | 75 |
|
|
2015
Q3 | $515K | Buy |
23,364
+692
| +3% | +$15.3K | 0.23% | 78 |
|
|
2015
Q2 | $563K | Hold |
22,672
| – | – | 0.23% | 84 |
|
|
2015
Q1 | $563K | Sell |
22,672
-82
| -0.4% | -$2.04K | 0.23% | 84 |
|
|
2014
Q4 | $677K | Buy |
22,754
+18
| +0.1% | +$536 | 0.31% | 75 |
|
|
2014
Q3 | $549K | Sell |
22,736
-1,783
| -7% | -$43.1K | 0.27% | 82 |
|
|
2014
Q2 | $630K | Sell |
24,519
-102
| -0.4% | -$2.62K | 0.28% | 77 |
|
|
2014
Q1 | $599K | Sell |
24,621
-1,080
| -4% | -$26.3K | 0.28% | 77 |
|
|
2013
Q4 | $583K | Buy |
25,701
+9,086
| +55% | +$206K | 0.26% | 82 |
|
|
2013
Q3 | $495K | Buy |
+16,615
| New | +$495K | 0.31% | 69 |
|