BTR Capital Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.49M | Buy |
26,147
+1,769
| +7% | +$236K | 0.54% | 45 |
|
|
2022
Q2 | $3.07M | Buy |
+24,378
| New | +$3.07M | 0.44% | 47 |
|
|
2017
Q1 | – | Sell |
-5,600
| Closed | -$368K | – | 160 |
|
|
2016
Q4 | $368K | Hold |
5,600
| – | – | 0.08% | 122 |
|
|
2016
Q3 | $368K | Hold |
5,600
| – | – | 0.08% | 122 |
|
|
2016
Q2 | $334K | Sell |
5,600
-100
| -2% | -$5.96K | 0.08% | 125 |
|
|
2016
Q1 | $357K | Buy |
5,700
+1,000
| +21% | +$62.6K | 0.08% | 121 |
|
|
2015
Q4 | $245K | Hold |
4,700
| – | – | 0.06% | 150 |
|
|
2015
Q3 | $241K | Buy |
+4,700
| New | +$241K | 0.06% | 146 |
|