Boston Financial Management’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.88M Buy
5,680
+775
+16% +$257K 0.06% 151
2024
Q3
$1.63M Sell
4,905
-842
-15% -$279K 0.05% 161
2024
Q2
$1.8M Buy
5,747
+239
+4% +$74.9K 0.06% 149
2024
Q1
$1.72M Buy
5,508
+550
+11% +$172K 0.05% 152
2023
Q4
$1.19M Buy
4,958
+18
+0.4% +$4.34K 0.04% 176
2023
Q3
$1.05M Sell
4,940
-17
-0.3% -$3.63K 0.04% 173
2023
Q2
$997K Sell
4,957
-1,108
-18% -$223K 0.04% 183
2023
Q1
$1.04M Sell
6,065
-646
-10% -$111K 0.04% 173
2022
Q4
$1.05M Sell
6,711
-95
-1% -$14.9K 0.04% 176
2022
Q3
$908K Buy
6,806
+48
+0.7% +$6.4K 0.04% 173
2022
Q2
$851K Buy
6,758
+1,203
+22% +$151K 0.04% 168
2022
Q1
$843K Buy
5,555
+2,727
+96% +$414K 0.03% 177
2021
Q4
$489K Buy
2,828
+3
+0.1% +$519 0.02% 194
2021
Q3
$422K Buy
2,825
+1,411
+100% +$211K 0.02% 198
2021
Q2
$210K Buy
+1,414
New +$210K 0.01% 235
2021
Q1
Sell
-1,694
Closed -$204K 235
2020
Q4
$204K Buy
+1,694
New +$204K 0.01% 228
2020
Q3
Sell
-1,619
Closed -$142K 253
2020
Q2
$142K Hold
1,619
0.01% 257
2020
Q1
$126K Buy
+1,619
New +$126K 0.01% 256