IBEX Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,071
| Closed | -$355K | – | 149 |
|
|
2024
Q4 | $355K | Buy |
+1,071
| New | +$355K | 0.04% | 162 |
|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$313K | – | 134 |
|
|
2024
Q2 | $313K | Buy |
+1,000
| New | +$313K | 0.05% | 105 |
|
|
2022
Q2 | – | Sell |
-2,976
| Closed | -$452K | – | 162 |
|
|
2022
Q1 | $452K | Buy |
2,976
+1,775
| +148% | +$270K | 0.09% | 120 |
|
|
2021
Q4 | $208K | Buy |
1,201
+252
| +27% | +$43.6K | 0.04% | 178 |
|
|
2021
Q3 | $142K | Buy |
+949
| New | +$142K | 0.03% | 206 |
|