JFS 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
Q2 | $901K | Sell |
2,525
-3
| -0.1% | -$1.07K | 0.06% | 155 |
|
|
2025
Q1 | $687K | Sell |
2,528
-174
| -6% | -$47.3K | 0.05% | 174 |
|
|
2024
Q4 | $897K | Sell |
2,702
-208
| -7% | -$69K | 0.06% | 147 |
|
|
2024
Q3 | $965K | Buy |
2,910
+1,252
| +76% | +$415K | 0.06% | 149 |
|
|
2024
Q2 | $520K | Sell |
1,658
-107
| -6% | -$33.6K | 0.04% | 152 |
|
|
2024
Q1 | $552K | Sell |
1,765
-36
| -2% | -$11.3K | 0.04% | 152 |
|
|
2023
Q4 | $434K | Buy |
1,801
+129
| +8% | +$31.1K | 0.04% | 154 |
|
|
2023
Q3 | $357K | Hold |
1,672
| – | – | 0.03% | 167 |
|
|
2023
Q2 | $336K | Buy |
1,672
+554
| +50% | +$111K | 0.03% | 169 |
|
|
2023
Q1 | $192K | Sell |
1,118
-5
| -0.4% | -$857 | 0.02% | 222 |
|
|
2022
Q4 | $176K | Sell |
1,123
-76
| -6% | -$11.9K | 0.02% | 226 |
|
|
2022
Q3 | $160K | Buy |
1,199
+65
| +6% | +$8.67K | 0.02% | 239 |
|
|
2022
Q2 | $143K | Sell |
1,134
-48
| -4% | -$6.05K | 0.02% | 249 |
|
|
2022
Q1 | $179K | Buy |
1,182
+26
| +2% | +$3.94K | 0.02% | 236 |
|
|
2021
Q4 | $200K | Sell |
1,156
-35
| -3% | -$6.06K | 0.02% | 225 |
|
|
2021
Q3 | $178K | Buy |
1,191
+1,113
| +1,427% | +$166K | 0.02% | 230 |
|
|
2021
Q2 | $12K | Hold |
78
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $11K | Hold |
78
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $9K | Buy |
+78
| New | +$9K | ﹤0.01% | 423 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$17K | – | 568 |
|
|
2020
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 322 |
|
|
2016
Q2 | – | Sell |
-26
| Closed | -$2K | – | 537 |
|
|
2016
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 516 |
|
|
2015
Q4 | – | Sell |
-36
| Closed | -$2K | – | 543 |
|
|
2015
Q3 | $2K | Sell |
36
-158
| -81% | -$8.78K | ﹤0.01% | 439 |
|
|
2015
Q2 | $13K | Sell |
194
-5
| -3% | -$335 | 0.01% | 332 |
|
|
2015
Q1 | $14K | Sell |
199
-147
| -42% | -$10.3K | 0.01% | 318 |
|
|
2014
Q4 | $24K | Buy |
346
+205
| +145% | +$14.2K | ﹤0.01% | 269 |
|
|
2014
Q3 | $9K | Buy |
141
+9
| +7% | +$574 | ﹤0.01% | 343 |
|
|
2014
Q2 | $10K | Buy |
+132
| New | +$10K | ﹤0.01% | 329 |
|