Buckingham Strategic Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.74M | Buy |
15,119
+124
| +0.8% | +$38.9K | 0.05% | 147 |
|
|
2024
Q1 | $4.69M | Buy |
14,995
+297
| +2% | +$92.9K | 0.05% | 152 |
|
|
2023
Q4 | $3.54M | Buy |
14,698
+9,926
| +208% | +$2.39M | 0.04% | 171 |
|
|
2023
Q3 | $1.02M | Sell |
4,772
-16
| -0.3% | -$3.41K | 0.01% | 288 |
|
|
2023
Q2 | $963K | Buy |
4,788
+136
| +3% | +$27.4K | 0.01% | 305 |
|
|
2023
Q1 | $730K | Hold |
4,652
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $730K | Sell |
4,652
-665
| -13% | -$104K | 0.01% | 315 |
|
|
2022
Q3 | $709K | Sell |
5,317
-596
| -10% | -$79.5K | 0.01% | 301 |
|
|
2022
Q2 | $745K | Buy |
5,913
+1,214
| +26% | +$153K | 0.01% | 296 |
|
|
2022
Q1 | $713K | Sell |
4,699
-133
| -3% | -$20.2K | 0.01% | 299 |
|
|
2021
Q4 | $835K | Sell |
4,832
-6
| -0.1% | -$1.04K | 0.02% | 282 |
|
|
2021
Q3 | $722K | Buy |
4,838
+389
| +9% | +$58.1K | 0.01% | 290 |
|
|
2021
Q2 | $659K | Sell |
4,449
-537
| -11% | -$79.5K | 0.02% | 303 |
|
|
2021
Q1 | $689K | Buy |
4,986
+1,643
| +49% | +$227K | 0.03% | 275 |
|
|
2020
Q4 | $402K | Sell |
3,343
-650
| -16% | -$78.2K | 0.02% | 358 |
|
|
2020
Q3 | $407K | Sell |
3,993
-1,018
| -20% | -$104K | 0.03% | 296 |
|
|
2020
Q2 | $438K | Sell |
5,011
-8
| -0.2% | -$699 | 0.04% | 241 |
|
|
2020
Q1 | $390K | Buy |
5,019
+212
| +4% | +$16.5K | 0.04% | 286 |
|
|
2019
Q4 | $455K | Buy |
4,807
+245
| +5% | +$23.2K | 0.04% | 260 |
|
|
2019
Q3 | $379K | Buy |
4,562
+782
| +21% | +$65K | 0.04% | 279 |
|
|
2019
Q2 | $315K | Buy |
+3,780
| New | +$315K | 0.03% | 325 |
|
|
2018
Q4 | – | Sell |
-2,378
| Closed | -$206K | – | 363 |
|
|
2018
Q3 | $206K | Sell |
2,378
-877
| -27% | -$76K | 0.03% | 337 |
|
|
2018
Q2 | $243K | Buy |
+3,255
| New | +$243K | 0.04% | 300 |
|