TWA

TCI Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

TCI Wealth Advisors’s Portfolio EPC Stock Details EPC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-201	Closed	-$8.53K	–	833
2023 Q1	$8.53K	Hold	201	–	–	﹤0.01%	1183
2022 Q4	$7.75K	Buy	201 +75	+60%	+$2.89K	﹤0.01%	1244
2022 Q3	$5K	Buy	126 +24	+24%	+$952	﹤0.01%	1442
2022 Q2	$4K	Sell	102 -9	-8%	-$353	﹤0.01%	1612
2022 Q1	$4K	Sell	111 -115	-51%	-$4.14K	﹤0.01%	1692
2021 Q4	$10K	Buy	226 +124	+122%	+$5.49K	﹤0.01%	1155
2021 Q3	$4K	Buy	102 +35	+52%	+$1.37K	﹤0.01%	1712
2021 Q2	$3K	Sell	67 -997	-94%	-$44.6K	﹤0.01%	1717
2021 Q1	$42K	Buy	1,064 +56	+6%	+$2.21K	0.02%	364
2020 Q4	$35K	Buy	1,008 +8	+0.8%	+$278	0.02%	369
2020 Q3	$28K	Hold	1,000	–	–	0.01%	378
2020 Q2	$31K	Hold	1,000	–	–	0.01%	364
2020 Q1	$24K	Hold	1,000	–	–	0.01%	415
2019 Q4	$31K	Hold	1,000	–	–	0.01%	466
2019 Q3	$32K	Hold	1,000	–	–	0.01%	404
2019 Q2	$27K	Sell	1,000 -16	-2%	-$432	0.01%	411
2019 Q1	$45K	Hold	1,016	–	–	0.02%	350
2018 Q4	$38K	Sell	1,016 -9	-0.9%	-$337	0.02%	351
2018 Q3	$47K	Hold	1,025	–	–	0.02%	342
2018 Q2	$52K	Buy	1,025 +16	+2%	+$812	0.02%	310
2018 Q1	$49K	Sell	1,009 -34	-3%	-$1.65K	0.02%	330
2017 Q4	$62K	Hold	1,043	–	–	0.03%	306
2017 Q3	$76K	Hold	1,043	–	–	0.04%	249
2017 Q2	$79K	Hold	1,043	–	–	0.04%	237
2017 Q1	$76K	Hold	1,043	–	–	0.04%	244
2016 Q4	$76K	Hold	1,043	–	–	0.04%	268
2016 Q3	$83K	Hold	1,043	–	–	0.05%	233
2016 Q2	$88K	Sell	1,043 -1,090	-51%	-$92K	0.05%	220
2016 Q1	$128K	Buy	2,133 +1,124	+111%	+$67.5K	0.07%	177
2015 Q4	$79K	Hold	1,009	–	–	0.04%	238
2015 Q3	$82K	Hold	1,009	–	–	0.05%	218
2015 Q2	$133K	Hold	1,009	–	–	0.08%	166
2015 Q1	$139K	Hold	1,009	–	–	0.09%	146
2014 Q4	$130K	Hold	1,009	–	–	0.08%	155
2014 Q3	$124K	Hold	1,009	–	–	0.08%	152
2014 Q2	$123K	Hold	1,009	–	–	0.07%	153
2014 Q1	$102K	Hold	1,009	–	–	0.07%	167
2013 Q4	$109K	Hold	1,009	–	–	0.07%	155
2013 Q3	$92K	Hold	1,009	–	–	0.07%	158
2013 Q2	$101K	Buy	+1,009	New	+$101K	0.08%	152