IMA Advisory Services’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8K | Hold |
92
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $25K | Buy |
+92
| New | +$25K | ﹤0.01% | 269 |
|
|
2024
Q4 | – | Sell |
-92
| Closed | -$30.5K | – | 209 |
|
|
2024
Q3 | $30.5K | Buy |
+92
| New | +$30.5K | 0.01% | 204 |
|
|
2023
Q4 | – | Sell |
-257
| Closed | -$54.8K | – | 124 |
|
|
2023
Q3 | $54.8K | Hold |
257
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $51.7K | Buy |
257
+92
| +56% | +$18.5K | 0.01% | 178 |
|
|
2023
Q1 | $28.3K | Hold |
165
| – | – | 0.01% | 198 |
|
|
2022
Q4 | $25.9K | Hold |
165
| – | – | 0.01% | 211 |
|
|
2022
Q3 | $22K | Hold |
165
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $21K | Hold |
165
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $25K | Hold |
165
| – | – | 0.01% | 189 |
|
|
2021
Q4 | $29K | Hold |
165
| – | – | 0.01% | 188 |
|
|
2021
Q3 | $25K | Hold |
165
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $24K | Hold |
165
| – | – | 0.01% | 181 |
|
|
2021
Q1 | $23K | Hold |
165
| – | – | 0.01% | 189 |
|
|
2020
Q4 | $20K | Hold |
165
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $17K | Hold |
165
| – | – | 0.01% | 183 |
|
|
2020
Q2 | $14K | Hold |
165
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $13K | Hold |
165
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $16K | Hold |
165
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $14K | Hold |
165
| – | – | 0.01% | 197 |
|
|
2019
Q2 | $14K | Hold |
165
| – | – | 0.01% | 189 |
|
|
2019
Q1 | $13K | Hold |
165
| – | – | 0.01% | 200 |
|
|
2018
Q4 | $11K | Sell |
165
-6
| -4% | -$400 | 0.01% | 212 |
|
|
2018
Q3 | $15K | Sell |
171
-46
| -21% | -$4.04K | 0.01% | 204 |
|
|
2018
Q2 | $16K | Buy |
+217
| New | +$16K | 0.01% | 233 |
|
|
2015
Q3 | – | Sell |
-1,720
| Closed | -$116K | – | 135 |
|
|
2015
Q2 | $116K | Buy |
+1,720
| New | +$116K | 0.06% | 176 |
|