Crewe Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-985
| Closed | -$309K | – | 806 |
|
|
2024
Q2 | $309K | Sell |
985
-28
| -3% | -$8.78K | 0.03% | 139 |
|
|
2024
Q1 | $317K | Buy |
+1,013
| New | +$317K | 0.04% | 135 |
|
|
2023
Q2 | – | Sell |
-313
| Closed | -$53.6K | – | 920 |
|
|
2023
Q1 | $53.6K | Sell |
313
-163
| -34% | -$27.9K | 0.01% | 304 |
|
|
2022
Q4 | $74.7K | Buy |
476
+14
| +3% | +$2.2K | 0.01% | 261 |
|
|
2022
Q3 | $62K | Buy |
462
+104
| +29% | +$14K | 0.01% | 289 |
|
|
2022
Q2 | $45K | Buy |
358
+258
| +258% | +$32.4K | 0.01% | 307 |
|
|
2022
Q1 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 325 |
|
|
2021
Q4 | – | Sell |
-16
| Closed | -$2K | – | 421 |
|
|
2021
Q3 | $2K | Sell |
16
-74
| -82% | -$9.25K | ﹤0.01% | 353 |
|
|
2021
Q2 | $13K | Sell |
90
-54
| -38% | -$7.8K | ﹤0.01% | 255 |
|
|
2021
Q1 | $20K | Hold |
144
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $17K | Hold |
144
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $15K | Buy |
+144
| New | +$15K | 0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$4K | – | 199 |
|
|
2019
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 197 |
|