SWMG
Signature Wealth Management Group’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-17,464
| Closed | -$2.1M | – | 75 |
|
|
2020
Q4 | $2.1M | Buy |
17,464
+99
| +0.6% | +$11.9K | 1.32% | 40 |
|
|
2020
Q3 | $1.77M | Sell |
17,365
-18,235
| -51% | -$1.86M | 1.28% | 37 |
|
|
2020
Q2 | $3.11M | Buy |
+35,600
| New | +$3.11M | 2.38% | 16 |
|
|
2020
Q1 | – | Sell |
-40,361
| Closed | -$3.82M | – | 71 |
|
|
2019
Q4 | $3.82M | Sell |
40,361
-94
| -0.2% | -$8.9K | 2.41% | 8 |
|
|
2019
Q3 | $3.36M | Buy |
40,455
+184
| +0.5% | +$15.3K | 2.23% | 15 |
|
|
2019
Q2 | $3.3M | Buy |
40,271
+46
| +0.1% | +$3.76K | 2.2% | 18 |
|
|
2019
Q1 | $3.24M | Buy |
+40,225
| New | +$3.24M | 2.27% | 15 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$6K | – | 142 |
|
|
2018
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 227 |
|
|
2018
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 229 |
|
|
2018
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 225 |
|
|
2017
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 233 |
|