Wealthspire Advisors (New York)’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,790
| Closed | -$260K | – | 856 |
|
|
2025
Q1 | $260K | Hold |
5,790
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $238K | Buy |
+5,790
| New | +$238K | ﹤0.01% | 700 |
|
|
2021
Q2 | – | Sell |
-11,271
| Closed | -$294K | – | 469 |
|
|
2021
Q1 | $294K | Buy |
11,271
+1,611
| +17% | +$42K | 0.01% | 556 |
|
|
2020
Q4 | $218K | Buy |
+9,660
| New | +$218K | 0.01% | 529 |
|