MPS Loria Financial Planners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-571
| Closed | -$78K | – | 259 |
|
|
2021
Q1 | $78K | Hold |
571
| – | – | 0.04% | 131 |
|
|
2020
Q4 | $68K | Buy |
571
+170
| +42% | +$20.2K | 0.03% | 141 |
|
|
2020
Q3 | $41K | Hold |
401
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $35K | Buy |
+401
| New | +$35K | 0.02% | 164 |
|
|
2017
Q3 | – | Sell |
-201
| Closed | -$15K | – | 161 |
|
|
2017
Q2 | $15K | Buy |
+201
| New | +$15K | 0.01% | 259 |
|