Geller Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $571K | Sell |
1,720
-984
| -36% | -$327K | 0.04% | 118 |
|
|
2024
Q3 | $896K | Buy |
2,704
+1,084
| +67% | +$359K | 0.06% | 84 |
|
|
2024
Q2 | $508K | Buy |
1,620
+24
| +2% | +$7.53K | 0.04% | 138 |
|
|
2024
Q1 | $499K | Sell |
1,596
-641
| -29% | -$200K | 0.04% | 140 |
|
|
2023
Q4 | $539K | Hold |
2,237
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $477K | Sell |
2,237
-15
| -0.7% | -$3.2K | 0.06% | 118 |
|
|
2023
Q2 | $453K | Buy |
+2,252
| New | +$453K | 0.06% | 131 |
|