Arete Wealth 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 | $294K | Sell |
824
-49
| -6% | -$17.5K | 0.02% | 568 |
|
|
2025
Q1 | $237K | Buy |
+873
| New | +$237K | 0.02% | 617 |
|
|
2024
Q3 | – | Sell |
-644
| Closed | -$201K | – | 744 |
|
|
2024
Q2 | $201K | Buy |
+644
| New | +$201K | 0.02% | 662 |
|
|
2024
Q1 | – | Sell |
-930
| Closed | -$224K | – | 478 |
|
|
2023
Q4 | $224K | Buy |
+930
| New | +$224K | 0.02% | 640 |
|
|
2023
Q3 | – | Sell |
-1,231
| Closed | -$248K | – | 560 |
|
|
2023
Q2 | $248K | Buy |
+1,231
| New | +$248K | 0.02% | 542 |
|
|
2022
Q2 | – | Sell |
-2,715
| Closed | -$412K | – | 488 |
|
|
2022
Q1 | $412K | Buy |
2,715
+240
| +10% | +$36.4K | 0.03% | 323 |
|
|
2021
Q4 | $423K | Buy |
2,475
+773
| +45% | +$132K | 0.04% | 316 |
|
|
2021
Q3 | $256K | Buy |
+1,702
| New | +$256K | 0.03% | 354 |
|
|
2021
Q2 | – | Sell |
-1,696
| Closed | -$236K | – | 393 |
|
|
2021
Q1 | $236K | Sell |
1,696
-19
| -1% | -$2.64K | 0.03% | 356 |
|
|
2020
Q4 | $204K | Buy |
+1,715
| New | +$204K | 0.03% | 379 |
|
|
2020
Q1 | – | Sell |
-2,885
| Closed | -$273K | – | 362 |
|
|
2019
Q4 | $273K | Sell |
2,885
-295
| -9% | -$27.9K | 0.05% | 315 |
|
|
2019
Q3 | $264K | Sell |
3,180
-87
| -3% | -$7.22K | 0.05% | 315 |
|
|
2019
Q2 | $272K | Sell |
3,267
-318
| -9% | -$26.5K | 0.05% | 316 |
|
|
2019
Q1 | $289K | Sell |
3,585
-167
| -4% | -$13.5K | 0.06% | 290 |
|
|
2018
Q4 | $258K | Buy |
+3,752
| New | +$258K | 0.06% | 293 |
|