Balasa Dinverno & Foltz’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $250K | Buy |
1,871
+53
| +3% | +$7.08K | 0.02% | 292 |
|
|
2022
Q2 | $229K | Sell |
1,818
-320
| -15% | -$40.3K | 0.01% | 307 |
|
|
2022
Q1 | $324K | Sell |
2,138
-141
| -6% | -$21.4K | 0.02% | 253 |
|
|
2021
Q4 | $394K | Buy |
2,279
+24
| +1% | +$4.15K | 0.03% | 232 |
|
|
2021
Q3 | $337K | Buy |
2,255
+84
| +4% | +$12.6K | 0.02% | 238 |
|
|
2021
Q2 | $322K | Sell |
2,171
-14
| -0.6% | -$2.08K | 0.02% | 249 |
|
|
2021
Q1 | $302K | Sell |
2,185
-12
| -0.5% | -$1.66K | 0.02% | 237 |
|
|
2020
Q4 | $264K | Sell |
2,197
-13
| -0.6% | -$1.56K | 0.02% | 243 |
|
|
2020
Q3 | $225K | Sell |
2,210
-178
| -7% | -$18.1K | 0.02% | 238 |
|
|
2020
Q2 | $209K | Buy |
+2,388
| New | +$209K | 0.02% | 218 |
|