Burt Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-936
| Closed | -$293K | – | 115 |
|
|
2024
Q1 | $293K | Buy |
+936
| New | +$293K | 0.07% | 91 |
|
|
2021
Q1 | – | Sell |
-77
| Closed | -$9K | – | 176 |
|
|
2020
Q4 | $9K | Sell |
77
-117
| -60% | -$13.7K | ﹤0.01% | 286 |
|
|
2020
Q3 | $20K | Hold |
194
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $17K | Hold |
194
| – | – | 0.01% | 241 |
|
|
2020
Q1 | $15K | Buy |
194
+117
| +152% | +$9.05K | 0.01% | 247 |
|
|
2019
Q4 | $7K | Hold |
77
| – | – | ﹤0.01% | 285 |
|
|
2019
Q3 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 292 |
|
|
2017
Q3 | – | Sell |
-77
| Closed | -$5K | – | 366 |
|
|
2017
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 331 |
|
|
2017
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 287 |
|
|
2016
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 318 |
|
|
2016
Q3 | $5K | Hold |
77
| – | – | 0.01% | 308 |
|
|
2016
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 328 |
|
|
2016
Q1 | $5K | Sell |
77
-87
| -53% | -$5.65K | ﹤0.01% | 378 |
|
|
2015
Q4 | $9K | Buy |
+164
| New | +$9K | 0.01% | 282 |
|