Cedar Brook Financial Partners’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
-8,341
Closed -$2.61M 135
2024
Q1
$2.61M Sell
8,341
-100
-1% -$31.3K 0.52% 47
2023
Q4
$2.05M Sell
8,441
-63
-0.7% -$15.3K 0.46% 54
2023
Q3
$1.81M Sell
8,504
-65
-0.8% -$13.9K 0.47% 54
2023
Q2
$1.72M Buy
8,569
+1,643
+24% +$330K 0.41% 60
2023
Q1
$1.19M Sell
6,926
-80
-1% -$13.7K 0.3% 84
2022
Q4
$1.1M Sell
7,006
-28
-0.4% -$4.4K 0.31% 85
2022
Q3
$938K Buy
7,034
+161
+2% +$21.5K 0.3% 87
2022
Q2
$866K Buy
6,873
+1,450
+27% +$183K 0.27% 95
2022
Q1
$823K Buy
5,423
+34
+0.6% +$5.16K 0.21% 111
2021
Q4
$931K Sell
5,389
-111
-2% -$19.2K 0.24% 100
2021
Q3
$821K Sell
5,500
-190
-3% -$28.4K 0.25% 107
2021
Q2
$843K Buy
5,690
+343
+6% +$50.8K 0.24% 106
2021
Q1
$739K Buy
5,347
+54
+1% +$7.46K 0.26% 96
2020
Q4
$636K Sell
5,293
-74
-1% -$8.89K 0.23% 114
2020
Q3
$548K Sell
5,367
-321
-6% -$32.8K 0.22% 125
2020
Q2
$498K Sell
5,688
-78
-1% -$6.83K 0.22% 129
2020
Q1
$448K Sell
5,766
-502
-8% -$39K 0.25% 118
2019
Q4
$594K Sell
6,268
-2,832
-31% -$268K 0.25% 113
2019
Q3
$757K Sell
9,100
-880
-9% -$73.2K 0.33% 91
2019
Q2
$831K Sell
9,980
-136
-1% -$11.3K 0.38% 81
2019
Q1
$815K Buy
10,116
+469
+5% +$37.8K 0.4% 74
2018
Q4
$662K Buy
+9,647
New +$662K 0.4% 78