TCI Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | +$2.98K | ﹤0.01% | 1244 |
|
|
2022
Q3 | $5K | Buy |
126
+24
| +24% | +$936 | ﹤0.01% | 1442 |
|
|
2022
Q2 | $4K | Sell |
102
-9
| -8% | -$324 | ﹤0.01% | 1613 |
|
|
2022
Q1 | $4K | Sell |
111
-115
| -51% | -$4.69K | ﹤0.01% | 1692 |
|
|
2021
Q4 | $10K | Buy |
226
+124
| +122% | +$5K | ﹤0.01% | 1155 |
|
|
2021
Q3 | $4K | Buy |
102
+35
| +52% | +$1.44K | ﹤0.01% | 1727 |
|
|
2021
Q2 | $3K | Sell |
67
-997
| -94% | -$42.2K | ﹤0.01% | 1735 |
|
|
2021
Q1 | $42K | Buy |
1,064
+56
| +6% | +$1.94K | 0.02% | 382 |
|
|
2020
Q4 | $35K | Buy |
1,008
+8
| +0.8% | +$260 | 0.02% | 393 |
|
|
2020
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $31K | Hold |
1,000
| – | – | 0.01% | 376 |
|
|
2020
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 425 |
|
|
2019
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 470 |
|
|
2019
Q3 | $32K | Hold |
1,000
| – | – | 0.01% | 408 |
|
|
2019
Q2 | $27K | Sell |
1,000
-16
| -2% | -$570 | 0.01% | 415 |
|
|
2019
Q1 | $45K | Hold |
1,016
| – | – | 0.02% | 356 |
|
|
2018
Q4 | $38K | Sell |
1,016
-9
| -0.9% | -$393 | 0.02% | 359 |
|
|
2018
Q3 | $47K | Hold |
1,025
| – | – | 0.02% | 351 |
|
|
2018
Q2 | $52K | Buy |
1,025
+16
| +2% | +$735 | 0.02% | 310 |
|
|
2018
Q1 | $49K | Sell |
1,009
-34
| -3% | -$1.83K | 0.02% | 333 |
|
|
2017
Q4 | $62K | Hold |
1,043
| – | – | 0.03% | 306 |
|
|
2017
Q3 | $76K | Hold |
1,043
| – | – | 0.04% | 250 |
|
|
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% | -$88.1K | 0.05% | 220 |
|
|
2016
Q1 | $128K | Buy |
2,133
+1,124
| +111% | +$86.2K | 0.07% | 177 |
|
|
2015
Q4 | $79K | Hold |
1,009
| – | – | 0.04% | 238 |
|
|
2015
Q3 | $82K | Hold |
1,009
| – | – | 0.05% | 218 |
|
|
2015
Q2 | $133K | Sell |
1,009
-352
| -26% | -$36.3K | 0.08% | 166 |
|
|
2015
Q1 | $139K | Hold |
1,361
| – | – | 0.09% | 146 |
|
|
2014
Q4 | $130K | Hold |
1,361
| – | – | 0.08% | 155 |
|
|
2014
Q3 | $124K | Hold |
1,361
| – | – | 0.08% | 152 |
|
|
2014
Q2 | $123K | Hold |
1,361
| – | – | 0.07% | 153 |
|
|
2014
Q1 | $102K | Hold |
1,361
| – | – | 0.07% | 167 |
|
|
2013
Q4 | $109K | Hold |
1,361
| – | – | 0.07% | 155 |
|
|
2013
Q3 | $92K | Hold |
1,361
| – | – | 0.07% | 158 |
|
|
2013
Q2 | $101K | Buy |
+1,361
| New | +$99K | 0.08% | 152 |
|
Other funds holding EPC
BS
GI
GF