United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,323
| Closed | -$257K | – | 1318 |
|
|
2017
Q4 | $257K | Sell |
4,323
-179
| -4% | -$10.6K | ﹤0.01% | 1163 |
|
|
2017
Q3 | $328K | Sell |
4,502
-70
| -2% | -$5.1K | ﹤0.01% | 1082 |
|
|
2017
Q2 | $348K | Buy |
4,572
+319
| +8% | +$24.3K | ﹤0.01% | 1028 |
|
|
2017
Q1 | $311K | Hold |
4,253
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q4 | $310K | Buy |
4,253
+171
| +4% | +$12.5K | ﹤0.01% | 1039 |
|
|
2016
Q3 | $325K | Buy |
4,082
+161
| +4% | +$12.8K | ﹤0.01% | 1052 |
|
|
2016
Q2 | $329K | Sell |
3,921
-400
| -9% | -$33.6K | ﹤0.01% | 1011 |
|
|
2016
Q1 | $348K | Buy |
4,321
+29
| +0.7% | +$2.34K | ﹤0.01% | 966 |
|
|
2015
Q4 | $336K | Sell |
4,292
-168
| -4% | -$13.2K | ﹤0.01% | 983 |
|
|
2015
Q3 | $364K | Buy |
4,460
+152
| +4% | +$12.4K | ﹤0.01% | 993 |
|
|
2015
Q2 | $567K | Sell |
4,308
-964
| -18% | -$127K | 0.01% | 871 |
|
|
2015
Q1 | $534K | Hold |
5,272
| – | – | 0.01% | 873 |
|
|
2014
Q4 | $502K | Sell |
5,272
-13
| -0.2% | -$1.24K | 0.01% | 820 |
|
|
2014
Q3 | $483K | Buy |
+5,285
| New | +$483K | 0.01% | 801 |
|
|
2014
Q2 | – | Sell |
-5,624
| Closed | -$420K | – | 831 |
|
|
2014
Q1 | $420K | Sell |
5,624
-119
| -2% | -$8.89K | 0.01% | 674 |
|
|
2013
Q4 | $461K | Sell |
5,743
-179
| -3% | -$14.4K | 0.02% | 450 |
|
|
2013
Q3 | $400K | Buy |
+5,922
| New | +$400K | 0.01% | 494 |
|