YorkBridge Wealth Partners’s Edgewell Personal Care EPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-638
| Closed | -$17K | – | 316 |
|
|
2019
Q2 | $17K | Hold |
638
| – | – | 0.01% | 491 |
|
|
2019
Q1 | $28K | Hold |
638
| – | – | 0.01% | 418 |
|
|
2018
Q4 | $24K | Hold |
638
| – | – | 0.01% | 416 |
|
|
2018
Q3 | $29K | Hold |
638
| – | – | 0.01% | 429 |
|
|
2018
Q2 | $32K | Hold |
638
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $30K | Hold |
638
| – | – | 0.01% | 432 |
|
|
2017
Q4 | $33K | Hold |
638
| – | – | 0.02% | 416 |
|
|
2017
Q3 | $46K | Hold |
638
| – | – | 0.02% | 384 |
|
|
2017
Q2 | $49K | Sell |
638
-937
| -59% | -$72K | 0.03% | 372 |
|
|
2017
Q1 | $118K | Sell |
1,575
-550
| -26% | -$41.2K | 0.06% | 229 |
|
|
2016
Q4 | $173K | Buy |
+2,125
| New | +$173K | 0.1% | 169 |
|