Wealthspire Advisors (Maryland)’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,722
| Closed | -$42K | – | 930 |
|
|
2019
Q1 | $42K | Buy |
1,722
+878
| +104% | +$21.4K | ﹤0.01% | 951 |
|
|
2018
Q4 | $18K | Buy |
844
+383
| +83% | +$8.17K | ﹤0.01% | 1238 |
|
|
2018
Q3 | $13K | Buy |
461
+14
| +3% | +$395 | ﹤0.01% | 1431 |
|
|
2018
Q2 | $13K | Sell |
447
-189
| -30% | -$5.5K | ﹤0.01% | 1448 |
|
|
2018
Q1 | $15K | Sell |
636
-266
| -29% | -$6.27K | ﹤0.01% | 1393 |
|
|
2017
Q4 | $23K | Buy |
902
+138
| +18% | +$3.52K | ﹤0.01% | 1283 |
|
|
2017
Q3 | $20K | Buy |
764
+4
| +0.5% | +$105 | ﹤0.01% | 1298 |
|
|
2017
Q2 | $19K | Buy |
760
+230
| +43% | +$5.75K | ﹤0.01% | 1284 |
|
|
2017
Q1 | $14K | Hold |
530
| – | – | ﹤0.01% | 1198 |
|
|
2016
Q4 | $14K | Hold |
530
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q3 | $12K | Hold |
530
| – | – | ﹤0.01% | 1197 |
|
|
2016
Q2 | $12K | Buy |
530
+210
| +66% | +$4.76K | ﹤0.01% | 1158 |
|
|
2016
Q1 | $8K | Hold |
320
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q4 | $8K | Buy |
+320
| New | +$8K | ﹤0.01% | 1246 |
|