J.W. Cole Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15M | Buy |
22,822
+7,060
| +45% | +$2.52M | 0.17% | 126 |
|
|
2025
Q1 | $4.28M | Buy |
15,762
+8,914
| +130% | +$2.42M | 0.13% | 164 |
|
|
2024
Q4 | $2.27M | Buy |
6,848
+686
| +11% | +$228K | 0.09% | 225 |
|
|
2024
Q3 | $2.04M | Buy |
6,162
+4,109
| +200% | +$1.36M | 0.09% | 242 |
|
|
2024
Q2 | $644K | Buy |
2,053
+35
| +2% | +$11K | 0.03% | 453 |
|
|
2024
Q1 | $631K | Buy |
2,018
+277
| +16% | +$86.6K | 0.03% | 462 |
|
|
2023
Q4 | $419K | Buy |
1,741
+93
| +6% | +$22.4K | 0.02% | 539 |
|
|
2023
Q3 | $351K | Buy |
+1,648
| New | +$351K | 0.03% | 521 |
|
|
2022
Q1 | – | Sell |
-1,295
| Closed | -$224K | – | 825 |
|
|
2021
Q4 | $224K | Buy |
+1,295
| New | +$224K | 0.01% | 753 |
|
|
2020
Q4 | – | Sell |
-7,467
| Closed | -$762K | – | 706 |
|
|
2020
Q3 | $762K | Buy |
+7,467
| New | +$762K | 0.06% | 315 |
|