Mark Sheptoff Financial Planning’s Eastman Chemical EMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-150
| Closed | -$12K | – | 354 |
|
|
2019
Q4 | $12K | Sell |
150
-200
| -57% | -$16K | 0.01% | 267 |
|
|
2019
Q3 | $26K | Sell |
350
-4,600
| -93% | -$342K | 0.02% | 191 |
|
|
2019
Q2 | $385K | Hold |
4,950
| – | – | 0.26% | 63 |
|
|
2019
Q1 | $376K | Hold |
4,950
| – | – | 0.27% | 69 |
|
|
2018
Q4 | $362K | Buy |
4,950
+500
| +11% | +$36.6K | 0.3% | 61 |
|
|
2018
Q3 | $426K | Sell |
4,450
-200
| -4% | -$19.1K | 0.29% | 69 |
|
|
2018
Q2 | $465K | Hold |
4,650
| – | – | 0.34% | 66 |
|
|
2018
Q1 | $491K | Hold |
4,650
| – | – | 0.34% | 66 |
|
|
2017
Q4 | $431K | Hold |
4,650
| – | – | 0.28% | 74 |
|
|
2017
Q3 | $421K | Hold |
4,650
| – | – | 0.28% | 71 |
|
|
2017
Q2 | $391K | Buy |
4,650
+199
| +4% | +$16.7K | 0.27% | 75 |
|
|
2017
Q1 | $360K | Sell |
4,451
-99
| -2% | -$8.01K | 0.26% | 76 |
|
|
2016
Q4 | $342K | Sell |
4,550
-102
| -2% | -$7.67K | 0.25% | 77 |
|
|
2016
Q3 | $315K | Sell |
4,652
-15,008
| -76% | -$1.02M | 0.23% | 75 |
|
|
2016
Q2 | $1.34M | Buy |
19,660
+5,875
| +43% | +$399K | 1% | 32 |
|
|
2016
Q1 | $996K | Buy |
13,785
+9,177
| +199% | +$663K | 0.81% | 32 |
|
|
2015
Q4 | $311K | Sell |
4,608
-2,427
| -34% | -$164K | 0.25% | 75 |
|
|
2015
Q3 | $455K | Sell |
7,035
-3,959
| -36% | -$256K | 0.4% | 59 |
|
|
2015
Q2 | $900K | Buy |
10,994
+5,886
| +115% | +$482K | 0.73% | 40 |
|
|
2015
Q1 | $354K | Sell |
5,108
-450
| -8% | -$31.2K | 0.3% | 74 |
|
|
2014
Q4 | $422K | Buy |
5,558
+1,000
| +22% | +$75.9K | 0.37% | 64 |
|
|
2014
Q3 | $369K | Hold |
4,558
| – | – | 0.33% | 76 |
|
|
2014
Q2 | $398K | Hold |
4,558
| – | – | 0.34% | 71 |
|
|
2014
Q1 | $393K | Buy |
+4,558
| New | +$393K | 0.35% | 72 |
|