Brewin Dolphin Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $77K | Hold |
610
| – | – | 0.01% | 166 |
|
|
2022
Q1 | $93K | Hold |
610
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $105K | Hold |
610
| – | – | 0.01% | 156 |
|
|
2021
Q3 | $91.1K | Hold |
610
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $90.4K | Buy |
610
+110
| +22% | +$16.3K | 0.01% | 160 |
|
|
2021
Q1 | $69.1K | Sell |
500
-185
| -27% | -$25.6K | 0.01% | 159 |
|
|
2020
Q4 | $82.3K | Hold |
685
| – | – | 0.01% | 140 |
|
|
2020
Q3 | $69.9K | Hold |
685
| – | – | 0.01% | 141 |
|
|
2020
Q2 | $59.9K | Hold |
685
| – | – | 0.01% | 145 |
|
|
2020
Q1 | $53.2K | Hold |
685
| – | – | 0.03% | 108 |
|
|
2019
Q4 | $64.9K | Sell |
685
-40
| -6% | -$3.79K | 0.03% | 108 |
|
|
2019
Q3 | $60.3K | Hold |
725
| – | – | 0.03% | 105 |
|
|
2019
Q2 | $60.4K | Hold |
725
| – | – | 0.03% | 110 |
|
|
2019
Q1 | $58.4K | Hold |
725
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $49.8K | Hold |
725
| – | – | 0.03% | 106 |
|
|
2018
Q3 | $62.9K | Buy |
725
+170
| +31% | +$14.7K | 0.03% | 105 |
|
|
2018
Q2 | $41.5K | Hold |
555
| – | – | 0.02% | 115 |
|
|
2018
Q1 | $44.4K | Sell |
555
-320
| -37% | -$25.6K | 0.03% | 111 |
|
|
2017
Q4 | $69.1K | Hold |
875
| – | – | 0.04% | 96 |
|
|
2017
Q3 | $67.2K | Buy |
+875
| New | +$67.2K | 0.05% | 88 |
|