Bogart Wealth LLC’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Sell |
2,526
-330
| -12% | -$118K | 0.04% | 131 |
|
|
2025
Q1 | $776K | Buy |
2,856
+139
| +5% | +$37.8K | 0.04% | 134 |
|
|
2024
Q4 | $902K | Sell |
2,717
-1
| -0% | -$332 | 0.04% | 131 |
|
|
2024
Q3 | $901K | Buy |
2,718
+1
| +0% | +$331 | 0.04% | 129 |
|
|
2024
Q2 | $852K | Buy |
2,717
+63
| +2% | +$19.8K | 0.04% | 128 |
|
|
2024
Q1 | $830K | Hold |
2,654
| – | – | 0.04% | 124 |
|
|
2023
Q4 | $639K | Hold |
2,654
| – | – | 0.04% | 137 |
|
|
2023
Q3 | $566K | Sell |
2,654
-67
| -2% | -$14.3K | 0.04% | 136 |
|
|
2023
Q2 | $547K | Hold |
2,721
| – | – | 0.03% | 137 |
|
|
2023
Q1 | $466K | Buy |
2,721
+42
| +2% | +$7.2K | 0.03% | 136 |
|
|
2022
Q4 | $421K | Hold |
2,679
| – | – | 0.03% | 143 |
|
|
2022
Q3 | $357K | Sell |
2,679
-32
| -1% | -$4.26K | 0.03% | 138 |
|
|
2022
Q2 | $342K | Buy |
2,711
+32
| +1% | +$4.04K | 0.03% | 134 |
|
|
2022
Q1 | $407K | Hold |
2,679
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $463K | Hold |
2,679
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $400K | Hold |
2,679
| – | – | 0.04% | 118 |
|
|
2021
Q2 | $397K | Sell |
2,679
-201
| -7% | -$29.8K | 0.04% | 116 |
|
|
2021
Q1 | $398K | Buy |
2,880
+201
| +8% | +$27.8K | 0.06% | 110 |
|
|
2020
Q4 | $321K | Buy |
2,679
+1,938
| +262% | +$232K | 0.06% | 114 |
|
|
2020
Q3 | $75K | Hold |
741
| – | – | 0.02% | 164 |
|
|
2020
Q2 | $65K | Hold |
741
| – | – | 0.02% | 161 |
|
|
2020
Q1 | $58K | Sell |
741
-29
| -4% | -$2.27K | 0.02% | 156 |
|
|
2019
Q4 | $73K | Hold |
770
| – | – | 0.02% | 157 |
|
|
2019
Q3 | $64K | Sell |
770
-30,449
| -98% | -$2.53M | 0.03% | 145 |
|
|
2019
Q2 | $2.6M | Buy |
31,219
+3,749
| +14% | +$312K | 1.57% | 18 |
|
|
2019
Q1 | $2.21M | Buy |
27,470
+2,189
| +9% | +$176K | 1.07% | 25 |
|
|
2018
Q4 | $1.74M | Buy |
25,281
+362
| +1% | +$24.8K | 0.87% | 27 |
|
|
2018
Q3 | $2.16M | Buy |
24,919
+1,453
| +6% | +$126K | 1.25% | 13 |
|
|
2018
Q2 | $1.75M | Buy |
23,466
+985
| +4% | +$73.6K | 1.07% | 24 |
|
|
2018
Q1 | $1.78M | Buy |
22,481
+2,033
| +10% | +$161K | 1.03% | 18 |
|
|
2017
Q4 | $1.62M | Buy |
20,448
+1,440
| +8% | +$114K | 1.04% | 24 |
|
|
2017
Q3 | $1.48M | Buy |
+19,008
| New | +$1.48M | 1.09% | 24 |
|