Beacon Pointe 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 | $6.37M | Buy |
17,836
+581
| +3% | +$207K | 0.07% | 262 |
|
2025
Q1 | $4.69M | Buy |
17,255
+384
| +2% | +$104K | 0.05% | 310 |
|
2024
Q4 | $5.6M | Buy |
16,871
+469
| +3% | +$156K | 0.06% | 260 |
|
2024
Q3 | $5.44M | Buy |
16,402
+118
| +0.7% | +$39.1K | 0.06% | 274 |
|
2024
Q2 | $5.11M | Sell |
16,284
-1,578
| -9% | -$495K | 0.06% | 272 |
|
2024
Q1 | $5.59M | Buy |
17,862
+827
| +5% | +$259K | 0.06% | 266 |
|
2023
Q4 | $4.1M | Sell |
17,035
-2,578
| -13% | -$621K | 0.05% | 320 |
|
2023
Q3 | $4.18M | Buy |
19,613
+3,011
| +18% | +$642K | 0.05% | 310 |
|
2023
Q2 | $3.34M | Sell |
16,602
-963
| -5% | -$194K | 0.05% | 288 |
|
2023
Q1 | $3.01M | Buy |
17,565
+1,747
| +11% | +$299K | 0.05% | 306 |
|
2022
Q4 | $2.48M | Sell |
15,818
-496
| -3% | -$77.9K | 0.05% | 316 |
|
2022
Q3 | $2.18M | Buy |
16,314
+50
| +0.3% | +$6.67K | 0.05% | 300 |
|
2022
Q2 | $2.05M | Sell |
16,264
-1,776
| -10% | -$224K | 0.04% | 325 |
|
2022
Q1 | $2.74M | Buy |
18,040
+8,409
| +87% | +$1.28M | 0.04% | 381 |
|
2021
Q4 | $1.67M | Sell |
9,631
-70
| -0.7% | -$12.1K | 0.04% | 280 |
|
2021
Q3 | $1.45M | Buy |
9,701
+2,459
| +34% | +$367K | 0.04% | 337 |
|
2021
Q2 | $1.07M | Buy |
+7,242
| New | +$1.07M | 0.04% | 325 |
|
2020
Q4 | – | Sell |
-3,147
| Closed | -$321K | – | 512 |
|
2020
Q3 | $321K | Buy |
+3,147
| New | +$321K | 0.03% | 285 |
|