Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-65
| Closed | -$2K | – | 1974 |
|
|
2020
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1662 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 1431 |
|
|
2019
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 1356 |
|
|
2019
Q2 | $2K | Sell |
65
-65
| -50% | -$2K | ﹤0.01% | 1387 |
|
|
2019
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 1086 |
|
|
2018
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q3 | $6K | Buy |
130
+65
| +100% | +$3K | ﹤0.01% | 1109 |
|
|
2018
Q2 | $4K | Sell |
65
-150
| -70% | -$9.23K | ﹤0.01% | 1181 |
|
|
2018
Q1 | $10K | Sell |
215
-410
| -66% | -$19.1K | ﹤0.01% | 914 |
|
|
2017
Q4 | $37K | Sell |
625
-3,020
| -83% | -$179K | 0.01% | 530 |
|
|
2017
Q3 | $265K | Buy |
+3,645
| New | +$265K | 0.06% | 176 |
|