Doyle Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $370K | Buy |
2,777
+66
| +2% | +$8.79K | 0.03% | 147 |
|
|
2022
Q2 | $342K | Buy |
2,711
+4
| +0.1% | +$505 | 0.03% | 160 |
|
|
2022
Q1 | $411K | Buy |
2,707
+3
| +0.1% | +$455 | 0.03% | 165 |
|
|
2021
Q4 | $467K | Buy |
2,704
+34
| +1% | +$5.87K | 0.03% | 147 |
|
|
2021
Q3 | $399K | Sell |
2,670
-997
| -27% | -$149K | 0.03% | 157 |
|
|
2021
Q2 | $543K | Sell |
3,667
-517
| -12% | -$76.6K | 0.05% | 135 |
|
|
2021
Q1 | $579K | Buy |
4,184
+4
| +0.1% | +$554 | 0.06% | 129 |
|
|
2020
Q4 | $502K | Sell |
4,180
-549
| -12% | -$65.9K | 0.05% | 136 |
|
|
2020
Q3 | $483K | Hold |
4,729
| – | – | 0.06% | 128 |
|
|
2020
Q2 | $414K | Sell |
4,729
-185
| -4% | -$16.2K | 0.05% | 122 |
|
|
2020
Q1 | $382K | Buy |
4,914
+107
| +2% | +$8.32K | 0.06% | 122 |
|
|
2019
Q4 | $455K | Sell |
4,807
-315
| -6% | -$29.8K | 0.06% | 131 |
|
|
2019
Q3 | $426K | Sell |
5,122
-185
| -3% | -$15.4K | 0.06% | 129 |
|
|
2019
Q2 | $442K | Buy |
5,307
+23
| +0.4% | +$1.92K | 0.06% | 123 |
|
|
2019
Q1 | $431K | Hold |
5,284
| – | – | 0.06% | 122 |
|
|
2018
Q4 | $363K | Sell |
5,284
-36
| -0.7% | -$2.47K | 0.06% | 124 |
|
|
2018
Q3 | $461K | Buy |
5,320
+1,585
| +42% | +$137K | 0.07% | 115 |
|
|
2018
Q2 | $279K | Buy |
+3,735
| New | +$279K | 0.05% | 150 |
|