First Personal Financial Services’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $17.9K | Buy |
54
+1
| +2% | +$331 | ﹤0.01% | 266 |
|
2024
Q2 | $16.6K | Hold |
53
| – | – | ﹤0.01% | 248 |
|
2024
Q1 | $16.6K | Hold |
53
| – | – | ﹤0.01% | 249 |
|
2023
Q4 | $12.8K | Hold |
53
| – | – | ﹤0.01% | 288 |
|
2023
Q3 | $11.3K | Hold |
53
| – | – | ﹤0.01% | 295 |
|
2023
Q2 | $10.7K | Hold |
53
| – | – | ﹤0.01% | 307 |
|
2023
Q1 | $9.08K | Hold |
53
| – | – | ﹤0.01% | 328 |
|
2022
Q4 | $8.32K | Hold |
53
| – | – | ﹤0.01% | 339 |
|
2022
Q3 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 362 |
|
2020
Q1 | – | Sell |
-21
| Closed | -$2K | – | 370 |
|
2019
Q4 | $2K | Sell |
21
-225
| -91% | -$21.4K | ﹤0.01% | 363 |
|
2019
Q3 | $20K | Hold |
246
| – | – | 0.01% | 322 |
|
2019
Q2 | $20K | Buy |
246
+192
| +356% | +$15.6K | 0.01% | 403 |
|
2019
Q1 | $4K | Sell |
54
-21
| -28% | -$1.56K | ﹤0.01% | 614 |
|
2018
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 557 |
|
2018
Q3 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 553 |
|
2018
Q2 | – | Sell |
-37,990
| Closed | -$3.04M | – | 748 |
|
2018
Q1 | $3.04M | Sell |
37,990
-1,200
| -3% | -$95.9K | 0.67% | 54 |
|
2017
Q4 | $3.1M | Sell |
39,190
-645
| -2% | -$51K | 0.6% | 56 |
|
2017
Q3 | $3.06M | Hold |
39,835
| – | – | 0.65% | 53 |
|
2017
Q2 | $3.1M | Buy |
39,835
+870
| +2% | +$67.7K | 0.68% | 51 |
|
2017
Q1 | $2.89M | Buy |
38,965
+300
| +0.8% | +$22.2K | 0.69% | 52 |
|
2016
Q4 | $2.59M | Buy |
38,665
+5,740
| +17% | +$385K | 0.68% | 53 |
|
2016
Q3 | $2.16M | Buy |
32,925
+5,992
| +22% | +$394K | 0.63% | 59 |
|
2016
Q2 | $1.61M | Buy |
+26,933
| New | +$1.61M | 0.55% | 60 |
|
2015
Q4 | – | Sell |
-25
| Closed | -$2K | – | 429 |
|
2015
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 387 |
|