Joel Isaacson & Co’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,578
| Closed | -$208K | – | 213 |
|
|
2019
Q1 | $208K | Sell |
2,578
-525
| -17% | -$42.4K | 0.03% | 200 |
|
|
2018
Q4 | $218K | Buy |
+3,103
| New | +$218K | 0.03% | 209 |
|
|
2015
Q4 | – | Sell |
-376
| Closed | -$19K | – | 759 |
|
|
2015
Q3 | $19K | Buy |
+376
| New | +$19K | 0.01% | 487 |
|
|
2015
Q2 | – | Sell |
-75
| Closed | -$5K | – | 760 |
|
|
2015
Q1 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 609 |
|
|
2014
Q4 | – | Sell |
-119
| Closed | -$8K | – | 643 |
|
|
2014
Q3 | $8K | Buy |
+119
| New | +$8K | ﹤0.01% | 503 |
|