TCI Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-377
| Closed | -$9.61K | – | 831 |
|
2023
Q1 | $9.61K | Hold |
377
| – | – | ﹤0.01% | 1112 |
|
2022
Q4 | $9.6K | Hold |
377
| – | – | ﹤0.01% | 1097 |
|
2022
Q3 | $7K | Buy |
+377
| New | +$7K | ﹤0.01% | 1238 |
|
2020
Q1 | – | Sell |
-30
| Closed | -$1K | – | 1537 |
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1321 |
|
2019
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1259 |
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1177 |
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1191 |
|
2018
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1182 |
|
2015
Q3 | – | Sell |
-145
| Closed | -$3K | – | 980 |
|
2015
Q2 | $3K | Hold |
145
| – | – | ﹤0.01% | 724 |
|
2015
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 657 |
|
2014
Q4 | $4K | Hold |
145
| – | – | ﹤0.01% | 600 |
|
2014
Q3 | $4K | Hold |
145
| – | – | ﹤0.01% | 603 |
|
2014
Q2 | $5K | Hold |
145
| – | – | ﹤0.01% | 582 |
|
2014
Q1 | $5K | Hold |
145
| – | – | ﹤0.01% | 544 |
|
2013
Q4 | $5K | Hold |
145
| – | – | ﹤0.01% | 538 |
|
2013
Q3 | $6K | Hold |
145
| – | – | ﹤0.01% | 451 |
|
2013
Q2 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 447 |
|