AAS
Avantax Advisory Services’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
55,236
+8,377
| +18% | +$2.99M | 0.11% | 146 |
|
|
2025
Q1 | $12.7M | Buy |
46,859
+2,059
| +5% | +$560K | 0.08% | 202 |
|
|
2024
Q4 | $14.9M | Buy |
44,800
+475
| +1% | +$158K | 0.09% | 162 |
|
|
2024
Q3 | $14.7M | Sell |
44,325
-4,290
| -9% | -$1.42M | 0.1% | 162 |
|
|
2024
Q2 | $15.2M | Buy |
48,615
+29,102
| +149% | +$9.12M | 0.11% | 143 |
|
|
2024
Q1 | $6.1M | Buy |
19,513
+5,634
| +41% | +$1.76M | 0.05% | 263 |
|
|
2023
Q4 | $3.34M | Buy |
13,879
+2,631
| +23% | +$634K | 0.03% | 370 |
|
|
2023
Q3 | $2.4M | Sell |
11,248
-2,555
| -19% | -$545K | 0.03% | 414 |
|
|
2023
Q2 | $2.78M | Buy |
13,803
+3,279
| +31% | +$659K | 0.03% | 371 |
|
|
2023
Q1 | $1.8M | Buy |
10,524
+85
| +0.8% | +$14.6K | 0.02% | 468 |
|
|
2022
Q4 | $1.64M | Sell |
10,439
-539
| -5% | -$84.6K | 0.02% | 478 |
|
|
2022
Q3 | $1.46M | Buy |
10,978
+1,528
| +16% | +$204K | 0.02% | 448 |
|
|
2022
Q2 | $1.19M | Buy |
9,450
+1,676
| +22% | +$211K | 0.02% | 500 |
|
|
2022
Q1 | $1.18M | Sell |
7,774
-50
| -0.6% | -$7.59K | 0.02% | 500 |
|
|
2021
Q4 | $1.35M | Buy |
7,824
+801
| +11% | +$138K | 0.02% | 443 |
|
|
2021
Q3 | $1.05M | Buy |
7,023
+88
| +1% | +$13.1K | 0.02% | 473 |
|
|
2021
Q2 | $1.03M | Buy |
6,935
+1,288
| +23% | +$191K | 0.02% | 465 |
|
|
2021
Q1 | $782K | Buy |
5,647
+826
| +17% | +$114K | 0.02% | 486 |
|
|
2020
Q4 | $578K | Sell |
4,821
-4,914
| -50% | -$589K | 0.01% | 511 |
|
|
2020
Q3 | $995K | Buy |
9,735
+3,606
| +59% | +$369K | 0.02% | 541 |
|
|
2020
Q2 | $535K | Buy |
6,129
+1,086
| +22% | +$94.8K | 0.02% | 466 |
|
|
2020
Q1 | $394K | Sell |
5,043
-3,591
| -42% | -$281K | 0.01% | 497 |
|
|
2019
Q4 | $818K | Buy |
8,634
+1,765
| +26% | +$167K | 0.02% | 376 |
|
|
2019
Q3 | $572K | Buy |
6,869
+327
| +5% | +$27.2K | 0.02% | 301 |
|
|
2019
Q2 | $545K | Buy |
6,542
+701
| +12% | +$58.4K | 0.02% | 280 |
|
|
2019
Q1 | $471K | Buy |
5,841
+131
| +2% | +$10.6K | 0.03% | 281 |
|
|
2018
Q4 | $390K | Buy |
+5,710
| New | +$390K | 0.07% | 263 |
|