BerganKDV Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $484K | Sell |
2,407
-319
| -12% | -$64.2K | 0.05% | 166 |
|
|
2023
Q1 | $467K | Buy |
2,726
+210
| +8% | +$36K | 0.05% | 175 |
|
|
2022
Q4 | $395K | Sell |
2,516
-87
| -3% | -$13.7K | 0.04% | 184 |
|
|
2022
Q3 | $347K | Sell |
2,603
-18,237
| -88% | -$2.43M | 0.04% | 192 |
|
|
2022
Q2 | $2.63M | Buy |
20,840
+190
| +0.9% | +$23.9K | 0.3% | 77 |
|
|
2022
Q1 | $3.13M | Buy |
20,650
+1,911
| +10% | +$290K | 0.34% | 68 |
|
|
2021
Q4 | $3.24M | Sell |
18,739
-846
| -4% | -$146K | 0.34% | 63 |
|
|
2021
Q3 | $2.92M | Buy |
19,585
+197
| +1% | +$29.4K | 0.33% | 65 |
|
|
2021
Q2 | $2.87M | Sell |
19,388
-262
| -1% | -$38.8K | 0.34% | 63 |
|
|
2021
Q1 | $2.72M | Sell |
19,650
-697
| -3% | -$96.4K | 0.35% | 64 |
|
|
2020
Q4 | $2.44M | Sell |
20,347
-930
| -4% | -$112K | 0.34% | 59 |
|
|
2020
Q3 | $2.17M | Sell |
21,277
-1,852
| -8% | -$189K | 0.34% | 59 |
|
|
2020
Q2 | $2.02M | Buy |
23,129
+43
| +0.2% | +$3.76K | 0.35% | 65 |
|
|
2020
Q1 | $1.79M | Buy |
23,086
+792
| +4% | +$61.5K | 0.37% | 59 |
|
|
2019
Q4 | $2.11M | Sell |
22,294
-576
| -3% | -$54.6K | 0.38% | 57 |
|
|
2019
Q3 | $1.9M | Sell |
22,870
-2,247
| -9% | -$187K | 0.38% | 61 |
|
|
2019
Q2 | $2.09M | Sell |
25,117
-1,237
| -5% | -$103K | 0.41% | 52 |
|
|
2019
Q1 | $2.12M | Buy |
26,354
+3,529
| +15% | +$284K | 0.43% | 48 |
|
|
2018
Q4 | $1.57M | Buy |
22,825
+91
| +0.4% | +$6.25K | 0.37% | 58 |
|
|
2018
Q3 | $1.97M | Buy |
22,734
+798
| +4% | +$69.2K | 0.42% | 42 |
|
|
2018
Q2 | $1.64M | Buy |
21,936
+9,527
| +77% | +$712K | 0.37% | 52 |
|
|
2018
Q1 | $992K | Sell |
12,409
-2
| -0% | -$160 | 0.27% | 75 |
|
|
2017
Q4 | $981K | Buy |
12,411
+137
| +1% | +$10.8K | 0.23% | 86 |
|
|
2017
Q3 | $943K | Buy |
12,274
+136
| +1% | +$10.4K | 0.24% | 84 |
|
|
2017
Q2 | $945K | Sell |
12,138
-423
| -3% | -$32.9K | 0.27% | 69 |
|
|
2017
Q1 | $931K | Buy |
12,561
+671
| +6% | +$49.7K | 0.28% | 70 |
|
|
2016
Q4 | $798K | Buy |
11,890
+1,249
| +12% | +$83.8K | 0.27% | 72 |
|
|
2016
Q3 | $699K | Buy |
10,641
+783
| +8% | +$51.4K | 0.24% | 76 |
|
|
2016
Q2 | $589K | Buy |
9,858
+865
| +10% | +$51.7K | 0.25% | 88 |
|
|
2016
Q1 | $563K | Buy |
+8,993
| New | +$563K | 0.34% | 76 |
|