Apriem Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
8,936
+10
| +0.1% | +$3.57K | 0.34% | 49 |
|
|
2025
Q1 | $2.43M | Sell |
8,926
-284
| -3% | -$77.2K | 0.28% | 53 |
|
|
2024
Q4 | $3.06M | Sell |
9,210
-135
| -1% | -$44.8K | 0.35% | 48 |
|
|
2024
Q3 | $3.1M | Sell |
9,345
-90
| -1% | -$29.8K | 0.36% | 48 |
|
|
2024
Q2 | $2.96M | Buy |
9,435
+40
| +0.4% | +$12.5K | 0.36% | 48 |
|
|
2024
Q1 | $2.94M | Sell |
9,395
-120
| -1% | -$37.5K | 0.37% | 47 |
|
|
2023
Q4 | $2.29M | Sell |
9,515
-250
| -3% | -$60.2K | 0.31% | 48 |
|
|
2023
Q3 | $2.08M | Sell |
9,765
-50
| -0.5% | -$10.7K | 0.31% | 49 |
|
|
2023
Q2 | $1.97M | Sell |
9,815
-50
| -0.5% | -$10.1K | 0.3% | 52 |
|
|
2023
Q1 | $1.69M | Sell |
9,865
-100
| -1% | -$17.1K | 0.27% | 55 |
|
|
2022
Q4 | $1.56M | Sell |
9,965
-225
| -2% | -$35.3K | 0.27% | 48 |
|
|
2022
Q3 | $1.36M | Hold |
10,190
| – | – | 0.25% | 51 |
|
|
2022
Q2 | $1.28M | Sell |
10,190
-50
| -0.5% | -$6.3K | 0.22% | 49 |
|
|
2022
Q1 | $1.55M | Buy |
10,240
+30
| +0.3% | +$4.55K | 0.23% | 51 |
|
|
2021
Q4 | $1.76M | Sell |
10,210
-285
| -3% | -$49.2K | 0.25% | 49 |
|
|
2021
Q3 | $1.57M | Sell |
10,495
-135
| -1% | -$20.2K | 0.22% | 48 |
|
|
2021
Q2 | $1.58M | Sell |
10,630
-50
| -0.5% | -$7.41K | 0.24% | 50 |
|
|
2021
Q1 | $1.48M | Sell |
10,680
-10
| -0.1% | -$1.38K | 0.23% | 47 |
|
|
2020
Q4 | $1.28M | Sell |
10,690
-330
| -3% | -$39.6K | 0.23% | 42 |
|
|
2020
Q3 | $1.12M | Sell |
11,020
-625
| -5% | -$63.7K | 0.21% | 51 |
|
|
2020
Q2 | $1.02M | Sell |
11,645
-720
| -6% | -$63K | 0.21% | 53 |
|
|
2020
Q1 | $961K | Sell |
12,365
-842
| -6% | -$65.4K | 0.23% | 51 |
|
|
2019
Q4 | $1.25M | Sell |
13,207
-86,173
| -87% | -$8.16M | 0.24% | 43 |
|
|
2019
Q3 | $8.26M | Sell |
99,380
-5,201
| -5% | -$432K | 1.83% | 17 |
|
|
2019
Q2 | $8.71M | Buy |
104,581
+1,985
| +2% | +$165K | 2.73% | 11 |
|
|
2019
Q1 | $8.27M | Buy |
102,596
+4,095
| +4% | +$330K | 2.19% | 13 |
|
|
2018
Q4 | $6.76M | Buy |
98,501
+3,775
| +4% | +$259K | 2.38% | 13 |
|
|
2018
Q3 | $8.22M | Sell |
94,726
-735
| -0.8% | -$63.8K | 1.8% | 14 |
|
|
2018
Q2 | $7.14M | Buy |
95,461
+298
| +0.3% | +$22.3K | 1.6% | 11 |
|
|
2018
Q1 | $7.6M | Buy |
95,163
+1,021
| +1% | +$81.6K | 1.86% | 13 |
|
|
2017
Q4 | $7.44M | Sell |
94,142
-3,207
| -3% | -$253K | 1.84% | 11 |
|
|
2017
Q3 | $7.48M | Buy |
97,349
+4,476
| +5% | +$344K | 1.86% | 11 |
|
|
2017
Q2 | $7.23M | Sell |
92,873
-4,698
| -5% | -$366K | 1.92% | 12 |
|
|
2017
Q1 | $7.24M | Buy |
97,571
+2,725
| +3% | +$202K | 1.97% | 14 |
|
|
2016
Q4 | $6.36M | Buy |
94,846
+1,875
| +2% | +$126K | 1.89% | 14 |
|
|
2016
Q3 | $6.11M | Buy |
92,971
+1,155
| +1% | +$75.9K | 1.82% | 16 |
|
|
2016
Q2 | $5.48M | Buy |
91,816
+740
| +0.8% | +$44.2K | 1.78% | 16 |
|
|
2016
Q1 | $5.7M | Sell |
91,076
-6
| -0% | -$375 | 2.24% | 10 |
|
|
2015
Q4 | $4.74M | Buy |
91,082
+1,975
| +2% | +$103K | 1.69% | 16 |
|
|
2015
Q3 | $4.57M | Buy |
89,107
+1,025
| +1% | +$52.6K | 1.69% | 14 |
|
|
2015
Q2 | $5.95M | Sell |
88,082
-325
| -0.4% | -$21.9K | 2.04% | 13 |
|
|
2015
Q1 | $6.01M | Sell |
88,407
-2,800
| -3% | -$190K | 2.08% | 12 |
|
|
2014
Q4 | $6.2M | Buy |
91,207
+4,650
| +5% | +$316K | 2.28% | 14 |
|
|
2014
Q3 | $5.49M | Buy |
86,557
+6,465
| +8% | +$410K | 2.1% | 12 |
|
|
2014
Q2 | $6.18M | Sell |
80,092
-1,625
| -2% | -$125K | 2.36% | 8 |
|
|
2014
Q1 | $6.14M | Sell |
81,717
-2,250
| -3% | -$169K | 2.32% | 9 |
|
|
2013
Q4 | $6.39M | Sell |
83,967
-1,015
| -1% | -$77.3K | 2.5% | 8 |
|
|
2013
Q3 | $5.85M | Sell |
84,982
-6,495
| -7% | -$447K | 2.54% | 8 |
|
|
2013
Q2 | $6.02M | Buy |
+91,477
| New | +$6.02M | 2.95% | 5 |
|