Financial Advocates Investment Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $889K | Buy |
2,490
+308
| +14% | +$110K | 0.07% | 252 |
|
2025
Q1 | $593K | Buy |
2,182
+196
| +10% | +$53.3K | 0.04% | 390 |
|
2024
Q4 | $659K | Sell |
1,986
-55
| -3% | -$18.3K | 0.04% | 385 |
|
2024
Q3 | $676K | Sell |
2,041
-78
| -4% | -$25.9K | 0.04% | 389 |
|
2024
Q2 | $664K | Sell |
2,119
-275
| -11% | -$86.2K | 0.04% | 370 |
|
2024
Q1 | $749K | Sell |
2,394
-105
| -4% | -$32.8K | 0.04% | 367 |
|
2023
Q4 | $602K | Buy |
2,499
+45
| +2% | +$10.8K | 0.04% | 387 |
|
2023
Q3 | $523K | Sell |
2,454
-373
| -13% | -$79.6K | 0.04% | 398 |
|
2023
Q2 | $568K | Sell |
2,827
-255
| -8% | -$51.3K | 0.04% | 372 |
|
2023
Q1 | $528K | Buy |
3,082
+174
| +6% | +$29.8K | 0.04% | 410 |
|
2022
Q4 | $456K | Buy |
+2,908
| New | +$456K | 0.03% | 460 |
|
2022
Q3 | – | Sell |
-2,259
| Closed | -$284K | – | 765 |
|
2022
Q2 | $284K | Buy |
+2,259
| New | +$284K | 0.02% | 523 |
|
2021
Q2 | – | Sell |
-1,999
| Closed | -$276K | – | 747 |
|
2021
Q1 | $276K | Sell |
1,999
-97
| -5% | -$13.4K | 0.02% | 615 |
|
2020
Q4 | $252K | Buy |
2,096
+3
| +0.1% | +$361 | 0.02% | 611 |
|
2020
Q3 | $214K | Buy |
+2,093
| New | +$214K | 0.02% | 555 |
|
2018
Q4 | – | Sell |
-3,985
| Closed | -$346K | – | 445 |
|
2018
Q3 | $346K | Buy |
3,985
+6
| +0.2% | +$521 | 0.04% | 354 |
|
2018
Q2 | $298K | Sell |
3,979
-560
| -12% | -$41.9K | 0.04% | 369 |
|
2018
Q1 | $362K | Buy |
4,539
+1,276
| +39% | +$102K | 0.05% | 325 |
|
2017
Q4 | $258K | Buy |
+3,263
| New | +$258K | 0.04% | 389 |
|