B. Riley 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 | $13.3M | Buy |
+37,320
| New | +$13.3M | 0.63% | 26 |
|
|
2024
Q4 | $15.5M | Buy |
46,809
+5,703
| +14% | +$1.89M | 0.51% | 29 |
|
|
2024
Q3 | $13.5M | Buy |
41,106
+13,497
| +49% | +$4.44M | 0.38% | 49 |
|
|
2024
Q2 | $8.66M | Buy |
27,609
+5,676
| +26% | +$1.78M | 0.22% | 92 |
|
|
2024
Q1 | $4.68M | Sell |
21,933
-1,057
| -5% | -$225K | 0.13% | 166 |
|
|
2023
Q4 | $5.54M | Buy |
22,990
+1,057
| +5% | +$255K | 0.15% | 156 |
|
|
2023
Q3 | $4.68M | Buy |
21,933
+1,142
| +5% | +$244K | 0.13% | 166 |
|
|
2023
Q2 | $4.18M | Buy |
20,791
+50
| +0.2% | +$10.1K | 0.09% | 219 |
|
|
2023
Q1 | $3.55M | Buy |
20,741
+1,331
| +7% | +$228K | 0.09% | 218 |
|
|
2022
Q4 | $3.05M | Sell |
19,410
-908
| -4% | -$143K | 0.09% | 241 |
|
|
2022
Q3 | $2.71M | Buy |
20,318
+12,999
| +178% | +$1.73M | 0.08% | 241 |
|
|
2022
Q2 | $926K | Sell |
7,319
-628
| -8% | -$79.5K | 0.04% | 442 |
|
|
2022
Q1 | $1.21M | Sell |
7,947
-3,077
| -28% | -$467K | 0.04% | 426 |
|
|
2021
Q4 | $1.91M | Buy |
11,024
+299
| +3% | +$51.7K | 0.05% | 367 |
|
|
2021
Q3 | $1.6M | Sell |
10,725
-1,444
| -12% | -$216K | 0.05% | 395 |
|
|
2021
Q2 | $1.8M | Buy |
12,169
+4,291
| +54% | +$635K | 0.06% | 362 |
|
|
2021
Q1 | $1.08M | Buy |
7,878
+1,030
| +15% | +$141K | 0.04% | 457 |
|
|
2020
Q4 | $824K | Sell |
6,848
-250
| -4% | -$30.1K | 0.04% | 387 |
|
|
2020
Q3 | $709K | Buy |
7,098
+1,803
| +34% | +$180K | 0.04% | 409 |
|
|
2020
Q2 | $465K | Buy |
5,295
+99
| +2% | +$8.69K | 0.03% | 486 |
|
|
2020
Q1 | $405K | Buy |
5,196
+2,721
| +110% | +$212K | 0.03% | 450 |
|
|
2019
Q4 | $236K | Sell |
2,475
-4,793
| -66% | -$457K | 0.02% | 701 |
|
|
2019
Q3 | $606K | Buy |
7,268
+301
| +4% | +$25.1K | 0.06% | 338 |
|
|
2019
Q2 | $581K | Buy |
6,967
+3,052
| +78% | +$255K | 0.06% | 321 |
|
|
2019
Q1 | $316K | Buy |
+3,915
| New | +$316K | 0.04% | 474 |
|
|
2018
Q4 | – | Sell |
-2,618
| Closed | -$228K | – | 684 |
|
|
2018
Q3 | $228K | Sell |
2,618
-571
| -18% | -$49.7K | 0.03% | 600 |
|
|
2018
Q2 | $240K | Buy |
3,189
+353
| +12% | +$26.6K | 0.03% | 551 |
|
|
2018
Q1 | $228K | Sell |
2,836
-162
| -5% | -$13K | 0.03% | 545 |
|
|
2017
Q4 | $238K | Sell |
2,998
-126
| -4% | -$10K | 0.03% | 527 |
|
|
2017
Q3 | $241K | Sell |
3,124
-1,237
| -28% | -$95.4K | 0.04% | 439 |
|
|
2017
Q2 | $341K | Buy |
4,361
+650
| +18% | +$50.8K | 0.06% | 329 |
|
|
2017
Q1 | $277K | Buy |
3,711
+216
| +6% | +$16.1K | 0.06% | 367 |
|
|
2016
Q4 | $236K | Sell |
3,495
-159
| -4% | -$10.7K | 0.05% | 405 |
|
|
2016
Q3 | $241K | Sell |
3,654
-17
| -0.5% | -$1.12K | 0.05% | 475 |
|
|
2016
Q2 | $220K | Buy |
3,671
+2
| +0.1% | +$120 | 0.04% | 509 |
|
|
2016
Q1 | $230K | Sell |
3,669
-380
| -9% | -$23.8K | 0.05% | 426 |
|
|
2015
Q4 | $213K | Buy |
+4,049
| New | +$213K | 0.04% | 471 |
|
|
2015
Q1 | – | Sell |
-1,023
| Closed | -$70 | – | 997 |
|
|
2014
Q4 | $70 | Buy |
+1,023
| New | +$70 | ﹤0.01% | 1918 |
|
|
2014
Q3 | – | Sell |
-2,025
| Closed | -$156K | – | 1018 |
|
|
2014
Q2 | $156K | Buy |
2,025
+330
| +19% | +$25.5K | 0.04% | 539 |
|
|
2014
Q1 | $127K | Buy |
+1,695
| New | +$127K | 0.04% | 544 |
|