Curi Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,080
| Closed | -$217K | – | 159 |
|
|
2023
Q2 | $217K | Buy |
+1,080
| New | +$217K | 0.03% | 160 |
|
|
2023
Q1 | – | Sell |
-1,693
| Closed | -$266K | – | 172 |
|
|
2022
Q4 | $266K | Sell |
1,693
-102
| -6% | -$16K | 0.04% | 159 |
|
|
2022
Q3 | $239K | Buy |
1,795
+1,368
| +320% | +$182K | 0.04% | 152 |
|
|
2022
Q2 | $54K | Sell |
427
-32
| -7% | -$4.05K | 0.01% | 221 |
|
|
2022
Q1 | $69K | Sell |
459
-26
| -5% | -$3.91K | 0.01% | 189 |
|
|
2021
Q4 | $83K | Buy |
+485
| New | +$83K | 0.01% | 155 |
|
|
2021
Q1 | – | Sell |
-183
| Closed | -$22K | – | 224 |
|
|
2020
Q4 | $22K | Buy |
+183
| New | +$22K | 0.02% | 198 |
|