Evolution Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-120
| Closed | -$18K | – | 312 |
|
|
2021
Q3 | $18K | Buy |
120
+28
| +30% | +$4.2K | ﹤0.01% | 324 |
|
|
2021
Q2 | $14K | Hold |
92
| – | – | ﹤0.01% | 357 |
|
|
2021
Q1 | $13K | Hold |
92
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $11K | Sell |
92
-85
| -48% | -$10.2K | ﹤0.01% | 338 |
|
|
2020
Q3 | $18K | Buy |
177
+30
| +20% | +$3.05K | ﹤0.01% | 278 |
|
|
2020
Q2 | $13K | Buy |
147
+130
| +765% | +$11.5K | ﹤0.01% | 253 |
|
|
2020
Q1 | $1K | Sell |
17
-56
| -77% | -$3.29K | ﹤0.01% | 301 |
|
|
2019
Q4 | $7K | Sell |
73
-19
| -21% | -$1.82K | ﹤0.01% | 348 |
|
|
2019
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 210 |
|
|
2019
Q2 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 197 |
|