Clear Perspective Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,365
| Closed | -$177K | – | 231 |
|
|
2018
Q2 | $177K | Hold |
2,365
| – | – | 0.12% | 142 |
|
|
2018
Q1 | $189K | Hold |
2,365
| – | – | 0.14% | 137 |
|
|
2017
Q4 | $187K | Hold |
2,365
| – | – | 0.14% | 137 |
|
|
2017
Q3 | $182K | Buy |
2,365
+550
| +30% | +$42.3K | 0.15% | 136 |
|
|
2017
Q2 | $141K | Hold |
1,815
| – | – | 0.12% | 144 |
|
|
2017
Q1 | $135K | Hold |
1,815
| – | – | 0.09% | 147 |
|
|
2016
Q4 | $122K | Buy |
+1,815
| New | +$122K | 0.08% | 153 |
|