Altium Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.38M | Buy |
10,921
+1,408
| +15% | +$177K | 0.1% | 128 |
|
|
2022
Q1 | $1.44M | Buy |
9,513
+2,799
| +42% | +$425K | 0.09% | 122 |
|
|
2021
Q4 | $1.16M | Buy |
6,714
+1,444
| +27% | +$249K | 0.07% | 136 |
|
|
2021
Q3 | $787K | Hold |
5,270
| – | – | 0.06% | 160 |
|
|
2021
Q2 | $781K | Buy |
5,270
+10
| +0.2% | +$1.48K | 0.06% | 160 |
|
|
2021
Q1 | $727K | Buy |
5,260
+78
| +2% | +$10.8K | 0.06% | 157 |
|
|
2020
Q4 | $623K | Buy |
5,182
+81
| +2% | +$9.74K | 0.06% | 155 |
|
|
2020
Q3 | $520K | Sell |
5,101
-56
| -1% | -$5.71K | 0.05% | 158 |
|
|
2020
Q2 | $451K | Sell |
5,157
-110
| -2% | -$9.62K | 0.05% | 185 |
|
|
2020
Q1 | $409K | Sell |
5,267
-367
| -7% | -$28.5K | 0.06% | 159 |
|
|
2019
Q4 | $534K | Sell |
5,634
-33
| -0.6% | -$3.13K | 0.06% | 163 |
|
|
2019
Q3 | $471K | Sell |
5,667
-55
| -1% | -$4.57K | 0.06% | 166 |
|
|
2019
Q2 | $477K | Sell |
5,722
-340
| -6% | -$28.3K | 0.07% | 166 |
|
|
2019
Q1 | $488K | Sell |
6,062
-208
| -3% | -$16.7K | 0.08% | 159 |
|
|
2018
Q4 | $430K | Sell |
6,270
-397
| -6% | -$27.2K | 0.08% | 163 |
|
|
2018
Q3 | $578K | Sell |
6,667
-184
| -3% | -$16K | 0.11% | 145 |
|
|
2018
Q2 | $512K | Buy |
6,851
+944
| +16% | +$70.5K | 0.14% | 114 |
|
|
2018
Q1 | $472K | Sell |
5,907
-97
| -2% | -$7.75K | 0.19% | 88 |
|
|
2017
Q4 | $475K | Buy |
+6,004
| New | +$475K | 0.22% | 81 |
|