Capstone Financial Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Hold |
5,404
| – | – | 0.11% | 43 |
|
|
2025
Q1 | $1.47M | Hold |
5,404
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $1.79M | Hold |
5,404
| – | – | 0.11% | 43 |
|
|
2024
Q3 | $1.79M | Buy |
5,404
+4
| +0.1% | +$1.33K | 0.11% | 41 |
|
|
2024
Q2 | $1.69M | Hold |
5,400
| – | – | 0.11% | 39 |
|
|
2024
Q1 | $1.69M | Sell |
5,400
-66
| -1% | -$20.6K | 0.11% | 40 |
|
|
2023
Q4 | $1.32M | Sell |
5,466
-65
| -1% | -$15.7K | 0.09% | 43 |
|
|
2023
Q3 | $1.18M | Sell |
5,531
-127
| -2% | -$27.1K | 0.09% | 46 |
|
|
2023
Q2 | $1.14M | Buy |
5,658
+2,629
| +87% | +$529K | 0.09% | 50 |
|
|
2023
Q1 | $519K | Hold |
3,029
| – | – | 0.04% | 69 |
|
|
2022
Q4 | $475K | Sell |
3,029
-143
| -5% | -$22.4K | 0.04% | 73 |
|
|
2022
Q3 | $423K | Buy |
3,172
+250
| +9% | +$33.3K | 0.04% | 81 |
|
|
2022
Q2 | $368K | Hold |
2,922
| – | – | 0.03% | 87 |
|
|
2022
Q1 | $444K | Hold |
2,922
| – | – | 0.03% | 86 |
|
|
2021
Q4 | $505K | Sell |
2,922
-14
| -0.5% | -$2.42K | 0.04% | 78 |
|
|
2021
Q3 | $438K | Hold |
2,936
| – | – | 0.03% | 73 |
|
|
2021
Q2 | $435K | Buy |
2,936
+14
| +0.5% | +$2.07K | 0.03% | 80 |
|
|
2021
Q1 | $404K | Buy |
2,922
+22
| +0.8% | +$3.04K | 0.04% | 74 |
|
|
2020
Q4 | $348K | Buy |
+2,900
| New | +$348K | 0.03% | 72 |
|