Berman Capital Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $722K | Buy |
4,845
+479
| +11% | +$71.4K | 0.11% | 98 |
|
|
2021
Q2 | $646K | Buy |
4,366
+219
| +5% | +$32.4K | 0.1% | 97 |
|
|
2021
Q1 | $573K | Buy |
4,147
+214
| +5% | +$29.6K | 0.12% | 90 |
|
|
2020
Q4 | $471K | Buy |
3,933
+52
| +1% | +$6.23K | 0.11% | 90 |
|
|
2020
Q3 | $394K | Buy |
3,881
+2,631
| +210% | +$267K | 0.11% | 82 |
|
|
2020
Q2 | $108K | Buy |
1,250
+406
| +48% | +$35.1K | 0.03% | 217 |
|
|
2020
Q1 | $64K | Buy |
844
+223
| +36% | +$16.9K | 0.02% | 253 |
|
|
2019
Q4 | $58K | Buy |
621
+35
| +6% | +$3.27K | 0.02% | 295 |
|
|
2019
Q3 | $48K | Hold |
586
| – | – | 0.02% | 312 |
|
|
2019
Q2 | $48K | Hold |
586
| – | – | 0.02% | 309 |
|
|
2019
Q1 | $46K | Buy |
586
+103
| +21% | +$8.09K | 0.02% | 284 |
|
|
2018
Q4 | $32K | Buy |
+483
| New | +$32K | 0.01% | 304 |
|