SFWA
Summit Financial Wealth Advisors’s Eastman Chemical EMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,739
| Closed | -$524K | – | 147 |
|
|
2019
Q2 | $524K | Sell |
6,739
-696
| -9% | -$54.1K | 0.13% | 100 |
|
|
2019
Q1 | $602K | Buy |
7,435
+1,143
| +18% | +$92.5K | 0.16% | 81 |
|
|
2018
Q4 | $460K | Sell |
6,292
-21,137
| -77% | -$1.55M | 0.15% | 82 |
|
|
2018
Q3 | $2.26M | Sell |
27,429
-2,351
| -8% | -$193K | 0.67% | 44 |
|
|
2018
Q2 | $3.14M | Hold |
29,780
| – | – | 1.05% | 32 |
|
|
2018
Q1 | $3.14M | Buy |
29,780
+1,205
| +4% | +$127K | 1.03% | 32 |
|
|
2017
Q4 | $2.65M | Buy |
28,575
+1,698
| +6% | +$157K | 0.91% | 38 |
|
|
2017
Q3 | $2.43M | Buy |
26,877
+19,280
| +254% | +$1.74M | 0.88% | 36 |
|
|
2017
Q2 | $638K | Sell |
7,597
-476
| -6% | -$40K | 0.25% | 80 |
|
|
2017
Q1 | $652K | Sell |
8,073
-293
| -4% | -$23.7K | 0.28% | 79 |
|
|
2016
Q4 | $629K | Sell |
8,366
-39
| -0.5% | -$2.93K | 0.28% | 81 |
|
|
2016
Q3 | $569K | Sell |
8,405
-728
| -8% | -$49.3K | 0.25% | 86 |
|
|
2016
Q2 | $620K | Sell |
9,133
-559
| -6% | -$37.9K | 0.26% | 79 |
|
|
2016
Q1 | $700K | Sell |
9,692
-14
| -0.1% | -$1.01K | 0.31% | 66 |
|
|
2015
Q4 | $655K | Buy |
+9,706
| New | +$655K | 0.3% | 65 |
|