DBIA
Dumont & Blake Investment Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
2,011
-35
| -2% | -$12.5K | 0.19% | 117 |
|
|
2025
Q1 | $556K | Sell |
2,046
-81
| -4% | -$22K | 0.16% | 128 |
|
|
2024
Q4 | $706K | Sell |
2,127
-2
| -0.1% | -$664 | 0.19% | 118 |
|
|
2024
Q3 | $706K | Sell |
2,129
-2,269
| -52% | -$752K | 0.19% | 121 |
|
|
2024
Q2 | $1.38M | Buy |
4,398
+2,199
| +100% | +$689K | 0.2% | 119 |
|
|
2024
Q1 | $688K | Hold |
2,199
| – | – | 0.2% | 115 |
|
|
2023
Q4 | $530K | Sell |
2,199
-260
| -11% | -$62.7K | 0.16% | 129 |
|
|
2023
Q3 | $524K | Sell |
2,459
-80
| -3% | -$17K | 0.18% | 124 |
|
|
2023
Q2 | $511K | Sell |
2,539
-309
| -11% | -$62.2K | 0.17% | 126 |
|
|
2023
Q1 | $488K | Hold |
2,848
| – | – | 0.17% | 129 |
|
|
2022
Q4 | $447K | Sell |
2,848
-23
| -0.8% | -$3.61K | 0.16% | 134 |
|
|
2022
Q3 | $383K | Sell |
2,871
-19
| -0.7% | -$2.54K | 0.14% | 138 |
|
|
2022
Q2 | $364K | Sell |
2,890
-95
| -3% | -$12K | 0.12% | 146 |
|
|
2022
Q1 | $453K | Sell |
2,985
-325
| -10% | -$49.3K | 0.12% | 149 |
|
|
2021
Q4 | $572K | Sell |
3,310
-20
| -0.6% | -$3.46K | 0.15% | 132 |
|
|
2021
Q3 | $497K | Buy |
3,330
+25
| +0.8% | +$3.73K | 0.14% | 138 |
|
|
2021
Q2 | $490K | Buy |
3,305
+15
| +0.5% | +$2.22K | 0.14% | 137 |
|
|
2021
Q1 | $455K | Hold |
3,290
| – | – | 0.14% | 137 |
|
|
2020
Q4 | $395K | Buy |
3,290
+170
| +5% | +$20.4K | 0.14% | 134 |
|
|
2020
Q3 | $318K | Sell |
3,120
-125
| -4% | -$12.7K | 0.12% | 136 |
|
|
2020
Q2 | $284K | Hold |
3,245
| – | – | 0.12% | 141 |
|
|
2020
Q1 | $252K | Sell |
3,245
-10
| -0.3% | -$777 | 0.13% | 140 |
|
|
2019
Q4 | $308K | Hold |
3,255
| – | – | 0.12% | 139 |
|
|
2019
Q3 | $271K | Sell |
3,255
-156
| -5% | -$13K | 0.11% | 150 |
|
|
2019
Q2 | $284K | Hold |
3,411
| – | – | 0.12% | 151 |
|
|
2019
Q1 | $275K | Buy |
+3,411
| New | +$275K | 0.12% | 147 |
|