WFG 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1575 |
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1533 |
|
2016
Q4 | $0 | Sell |
5
-249
| -98% | – | ﹤0.01% | 1597 |
|
2016
Q3 | $20K | Hold |
254
| – | – | 0.01% | 945 |
|
2016
Q2 | $21K | Hold |
254
| – | – | 0.01% | 900 |
|
2016
Q1 | $20K | Hold |
254
| – | – | 0.01% | 888 |
|
2015
Q4 | $20K | Hold |
254
| – | – | 0.01% | 894 |
|
2015
Q3 | $21K | Hold |
254
| – | – | 0.01% | 867 |
|
2015
Q2 | $33K | Buy |
+254
| New | +$33K | 0.01% | 836 |
|
2015
Q1 | – | Sell |
-352
| Closed | -$34K | – | 1829 |
|
2014
Q4 | $34K | Buy |
352
+1
| +0.3% | +$97 | 0.01% | 1026 |
|
2014
Q3 | $32K | Sell |
351
-1
| -0.3% | -$91 | 0.01% | 1082 |
|
2014
Q2 | $32K | Sell |
352
-1,483
| -81% | -$135K | 0.01% | 1075 |
|
2014
Q1 | $137K | Buy |
1,835
+1,500
| +448% | +$112K | 0.03% | 532 |
|
2013
Q4 | $27K | Buy |
335
+2
| +0.6% | +$161 | ﹤0.01% | 1217 |
|
2013
Q3 | $22K | Buy |
333
+2
| +0.6% | +$132 | ﹤0.01% | 1235 |
|
2013
Q2 | $25K | Buy |
+331
| New | +$25K | ﹤0.01% | 1128 |
|