DA
Doliver Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
12,292
+1,391
| +13% | +$497K | 1.2% | 13 |
|
|
2025
Q1 | $2.96M | Buy |
10,901
+397
| +4% | +$108K | 0.83% | 16 |
|
|
2024
Q4 | $3.49M | Sell |
10,504
-305
| -3% | -$101K | 0.97% | 14 |
|
|
2024
Q3 | $3.58M | Sell |
10,809
-209
| -2% | -$69.3K | 0.98% | 13 |
|
|
2024
Q2 | $3.45M | Sell |
11,018
-1,372
| -11% | -$430K | 0.96% | 13 |
|
|
2024
Q1 | $3.87M | Sell |
12,390
-1,871
| -13% | -$585K | 1.09% | 13 |
|
|
2023
Q4 | $3.43M | Sell |
14,261
-214
| -1% | -$51.5K | 1.05% | 12 |
|
|
2023
Q3 | $3.09M | Sell |
14,475
-1,578
| -10% | -$337K | 0.93% | 12 |
|
|
2023
Q2 | $3.23M | Sell |
16,053
-865
| -5% | -$174K | 0.98% | 11 |
|
|
2023
Q1 | $2.9M | Buy |
16,918
+687
| +4% | +$118K | 0.91% | 11 |
|
|
2022
Q4 | $2.55M | Buy |
16,231
+115
| +0.7% | +$18K | 0.84% | 12 |
|
|
2022
Q3 | $2.15M | Buy |
16,116
+72
| +0.4% | +$9.6K | 0.79% | 16 |
|
|
2022
Q2 | $2.02M | Buy |
16,044
+1,259
| +9% | +$159K | 0.72% | 19 |
|
|
2022
Q1 | $2.24M | Buy |
14,785
+717
| +5% | +$109K | 0.71% | 20 |
|
|
2021
Q4 | $2.12M | Buy |
14,068
+267
| +2% | +$40.3K | 0.66% | 19 |
|
|
2021
Q3 | $2.06M | Buy |
13,801
+4,370
| +46% | +$653K | 0.69% | 21 |
|
|
2021
Q2 | $1.4M | Sell |
9,431
-110
| -1% | -$16.3K | 0.46% | 36 |
|
|
2021
Q1 | $1.32M | Buy |
9,541
+2,230
| +31% | +$308K | 0.49% | 37 |
|
|
2020
Q4 | $878K | Buy |
7,311
+1,910
| +35% | +$229K | 0.39% | 46 |
|
|
2020
Q3 | $551K | Sell |
5,401
-200
| -4% | -$20.4K | 0.28% | 67 |
|
|
2020
Q2 | $490K | Sell |
5,601
-100
| -2% | -$8.75K | 0.22% | 67 |
|
|
2020
Q1 | $471K | Buy |
5,701
+2,034
| +55% | +$168K | 0.23% | 60 |
|
|
2019
Q4 | $347K | Sell |
3,667
-456
| -11% | -$43.2K | 0.14% | 69 |
|
|
2019
Q3 | $339K | Sell |
4,123
-274
| -6% | -$22.5K | 0.14% | 71 |
|
|
2019
Q2 | $366K | Sell |
4,397
-15
| -0.3% | -$1.25K | 0.14% | 58 |
|
|
2019
Q1 | $355K | Buy |
4,412
+65
| +1% | +$5.23K | 0.14% | 55 |
|
|
2018
Q4 | $298K | Buy |
4,347
+975
| +29% | +$66.8K | 0.15% | 86 |
|
|
2018
Q3 | $292K | Sell |
3,372
-30
| -0.9% | -$2.6K | 0.12% | 106 |
|
|
2018
Q2 | $254K | Buy |
3,402
+292
| +9% | +$21.8K | 0.11% | 149 |
|
|
2018
Q1 | $249K | Buy |
+3,110
| New | +$249K | 0.11% | 183 |
|