OptiFour Integrated Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $258K | Hold |
2,720
| – | – | 0.18% | 65 |
|
|
2019
Q3 | $226K | Hold |
2,720
| – | – | 0.16% | 66 |
|
|
2019
Q2 | $227K | Hold |
2,720
| – | – | 0.16% | 75 |
|
|
2019
Q1 | $219K | Buy |
+2,720
| New | +$219K | 0.18% | 47 |
|
|
2018
Q4 | – | Sell |
-2,720
| Closed | -$236K | – | 49 |
|
|
2018
Q3 | $236K | Hold |
2,720
| – | – | 0.19% | 50 |
|
|
2018
Q2 | $203K | Hold |
2,720
| – | – | 0.18% | 52 |
|
|
2018
Q1 | $217K | Hold |
2,720
| – | – | 0.18% | 57 |
|
|
2017
Q4 | $215K | Buy |
+2,720
| New | +$215K | 0.18% | 58 |
|