Genovese Burford & Brothers Wealth & Retirement Plan Management’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 |
-200
| Closed | -$15K | – | 173 |
|
|
2018
Q2 | $15K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2018
Q1 | $16K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2017
Q4 | $17K | Sell |
200
-361
| -64% | -$30.7K | 0.04% | 154 |
|
|
2017
Q3 | $43K | Hold |
561
| – | – | 0.02% | 158 |
|
|
2017
Q2 | $43K | Hold |
561
| – | – | 0.02% | 156 |
|
|
2017
Q1 | $42K | Buy |
561
+200
| +55% | +$15K | 0.02% | 161 |
|
|
2016
Q4 | $25K | Hold |
361
| – | – | 0.01% | 222 |
|
|
2016
Q3 | $23K | Hold |
361
| – | – | 0.01% | 222 |
|
|
2016
Q2 | $21K | Hold |
361
| – | – | 0.01% | 212 |
|
|
2016
Q1 | $22K | Hold |
361
| – | – | 0.01% | 197 |
|
|
2015
Q4 | $19K | Buy |
+361
| New | +$19K | 0.01% | 202 |
|