Financial Architects (New Jersey)’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-46
| Closed | -$4K | – | 423 |
|
|
2020
Q2 | $4K | Buy |
46
+25
| +119% | +$2.17K | ﹤0.01% | 747 |
|
|
2020
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 775 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 833 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 886 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 971 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q4 | $1K | Sell |
21
-1,200
| -98% | -$57.1K | ﹤0.01% | 1148 |
|
|
2018
Q3 | $106K | Buy |
1,221
+1,177
| +2,675% | +$102K | 0.02% | 402 |
|
|
2018
Q2 | $3K | Sell |
44
-109
| -71% | -$7.43K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $12K | Sell |
153
-206
| -57% | -$16.2K | ﹤0.01% | 893 |
|
|
2017
Q4 | $28K | Sell |
359
-2,555
| -88% | -$199K | ﹤0.01% | 764 |
|
|
2017
Q3 | $224K | Buy |
2,914
+46
| +2% | +$3.54K | 0.04% | 281 |
|
|
2017
Q2 | $223K | Buy |
2,868
+60
| +2% | +$4.67K | 0.04% | 269 |
|
|
2017
Q1 | $208K | Buy |
2,808
+1,404
| +100% | +$104K | 0.04% | 269 |
|
|
2016
Q4 | $94K | Sell |
1,404
-62
| -4% | -$4.15K | 0.02% | 413 |
|
|
2016
Q3 | $97K | Sell |
1,466
-44
| -3% | -$2.91K | 0.03% | 400 |
|
|
2016
Q2 | $90K | Sell |
1,510
-13
| -0.9% | -$775 | 0.03% | 392 |
|
|
2016
Q1 | $95K | Buy |
+1,523
| New | +$95K | 0.03% | 285 |
|
|
2015
Q3 | – | Sell |
-1,323
| Closed | -$89K | – | 424 |
|
|
2015
Q2 | $89K | Hold |
1,323
| – | – | 0.03% | 315 |
|
|
2015
Q1 | $90K | Buy |
1,323
+1,247
| +1,641% | +$84.8K | 0.03% | 303 |
|
|
2014
Q4 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 810 |
|
|
2013
Q4 | – | Sell |
-64
| Closed | -$4K | – | 286 |
|
|
2013
Q3 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 604 |
|