Choate Investment 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 | $1.35M | Buy |
3,782
+50
| +1% | +$17.8K | 0.03% | 171 |
|
|
2025
Q1 | $1.01M | Sell |
3,732
-243
| -6% | -$66.1K | 0.03% | 184 |
|
|
2024
Q4 | $1.32M | Buy |
3,975
+305
| +8% | +$101K | 0.03% | 166 |
|
|
2024
Q3 | $1.22M | Buy |
3,670
+268
| +8% | +$88.8K | 0.03% | 176 |
|
|
2024
Q2 | $1.07M | Sell |
3,402
-609
| -15% | -$191K | 0.03% | 185 |
|
|
2024
Q1 | $1.25M | Buy |
4,011
+108
| +3% | +$33.8K | 0.03% | 173 |
|
|
2023
Q4 | $940K | Buy |
3,903
+377
| +11% | +$90.8K | 0.03% | 189 |
|
|
2023
Q3 | $752K | Buy |
3,526
+2,088
| +145% | +$445K | 0.03% | 197 |
|
|
2023
Q2 | $289K | Buy |
+1,438
| New | +$289K | 0.01% | 243 |
|
|
2020
Q1 | – | Sell |
-2,924
| Closed | -$277K | – | 239 |
|
|
2019
Q4 | $277K | Sell |
2,924
-92
| -3% | -$8.72K | 0.02% | 201 |
|
|
2019
Q3 | $251K | Hold |
3,016
| – | – | 0.02% | 206 |
|
|
2019
Q2 | $251K | Buy |
3,016
+8
| +0.3% | +$666 | 0.02% | 205 |
|
|
2019
Q1 | $242K | Hold |
3,008
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $207K | Sell |
3,008
-18
| -0.6% | -$1.24K | 0.01% | 214 |
|
|
2018
Q3 | $262K | Sell |
3,026
-172
| -5% | -$14.9K | 0.01% | 178 |
|
|
2018
Q2 | $239K | Sell |
3,198
-11
| -0.3% | -$822 | 0.01% | 208 |
|
|
2018
Q1 | $256K | Sell |
3,209
-3,063
| -49% | -$245K | 0.01% | 210 |
|
|
2017
Q4 | $496K | Hold |
6,272
| – | – | 0.03% | 171 |
|
|
2017
Q3 | $482K | Buy |
6,272
+11
| +0.2% | +$845 | 0.03% | 175 |
|
|
2017
Q2 | $487K | Hold |
6,261
| – | – | 0.03% | 166 |
|
|
2017
Q1 | $464K | Sell |
6,261
-160
| -2% | -$11.9K | 0.03% | 168 |
|
|
2016
Q4 | $431K | Sell |
6,421
-160
| -2% | -$10.7K | 0.03% | 170 |
|
|
2016
Q3 | $432K | Sell |
6,581
-421
| -6% | -$27.7K | 0.03% | 166 |
|
|
2016
Q2 | $418K | Buy |
7,002
+341
| +5% | +$20.4K | 0.03% | 159 |
|
|
2016
Q1 | $417K | Buy |
6,661
+259
| +4% | +$16.2K | 0.03% | 164 |
|
|
2015
Q4 | $435K | Buy |
6,402
+1,553
| +32% | +$106K | 0.03% | 181 |
|
|
2015
Q3 | $249K | Sell |
4,849
-490
| -9% | -$25.1K | 0.02% | 218 |
|
|
2015
Q2 | $360K | Sell |
5,339
-869
| -14% | -$58.6K | 0.02% | 193 |
|
|
2015
Q1 | $422K | Sell |
6,208
-194
| -3% | -$13.2K | 0.02% | 180 |
|
|
2014
Q4 | $435K | Sell |
6,402
-288
| -4% | -$19.6K | 0.03% | 183 |
|
|
2014
Q3 | $424K | Sell |
6,690
-84
| -1% | -$5.32K | 0.03% | 184 |
|
|
2014
Q2 | $523K | Sell |
6,774
-272
| -4% | -$21K | 0.03% | 176 |
|
|
2014
Q1 | $529K | Sell |
7,046
-354
| -5% | -$26.6K | 0.03% | 172 |
|
|
2013
Q4 | $563K | Buy |
7,400
+130
| +2% | +$9.9K | 0.04% | 166 |
|
|
2013
Q3 | $500K | Sell |
7,270
-490
| -6% | -$33.7K | 0.04% | 166 |
|
|
2013
Q2 | $511K | Buy |
+7,760
| New | +$511K | 0.04% | 162 |
|