JNBA Financial 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 | $32.1K | Buy |
90
+62
| +221% | +$22.1K | ﹤0.01% | 341 |
|
2025
Q1 | $7.61K | Hold |
28
| – | – | ﹤0.01% | 486 |
|
2024
Q4 | $9.29K | Hold |
28
| – | – | ﹤0.01% | 466 |
|
2024
Q3 | $9.28K | Hold |
28
| – | – | ﹤0.01% | 465 |
|
2024
Q2 | $8.78K | Sell |
28
-9
| -24% | -$2.82K | ﹤0.01% | 472 |
|
2024
Q1 | $11.6K | Hold |
37
| – | – | ﹤0.01% | 452 |
|
2023
Q4 | $8.91K | Sell |
37
-23
| -38% | -$5.54K | ﹤0.01% | 483 |
|
2023
Q3 | $12.8K | Sell |
60
-75
| -56% | -$16K | ﹤0.01% | 439 |
|
2023
Q2 | $27.1K | Buy |
135
+21
| +18% | +$4.22K | ﹤0.01% | 356 |
|
2023
Q1 | $19.5K | Buy |
114
+23
| +25% | +$3.94K | ﹤0.01% | 394 |
|
2022
Q4 | $14.3K | Hold |
91
| – | – | ﹤0.01% | 415 |
|
2022
Q3 | $12K | Hold |
91
| – | – | ﹤0.01% | 438 |
|
2022
Q2 | $11K | Sell |
91
-95
| -51% | -$11.5K | ﹤0.01% | 476 |
|
2022
Q1 | $28K | Sell |
186
-4
| -2% | -$602 | ﹤0.01% | 359 |
|
2021
Q4 | $33K | Buy |
190
+9
| +5% | +$1.56K | ﹤0.01% | 348 |
|
2021
Q3 | $27K | Hold |
181
| – | – | ﹤0.01% | 371 |
|
2021
Q2 | $27K | Hold |
181
| – | – | ﹤0.01% | 360 |
|
2021
Q1 | $25K | Hold |
181
| – | – | ﹤0.01% | 362 |
|
2020
Q4 | $22K | Buy |
181
+73
| +68% | +$8.87K | ﹤0.01% | 356 |
|
2020
Q3 | $11K | Hold |
108
| – | – | ﹤0.01% | 400 |
|
2020
Q2 | $9K | Hold |
108
| – | – | ﹤0.01% | 418 |
|
2020
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 408 |
|
2019
Q4 | $10K | Buy |
108
+18
| +20% | +$1.67K | ﹤0.01% | 433 |
|
2019
Q3 | $7K | Sell |
90
-100
| -53% | -$7.78K | ﹤0.01% | 448 |
|
2019
Q2 | $16K | Buy |
190
+100
| +111% | +$8.42K | ﹤0.01% | 373 |
|
2019
Q1 | $7K | Hold |
90
| – | – | ﹤0.01% | 427 |
|
2018
Q4 | $6K | Sell |
90
-45,789
| -100% | -$3.05M | ﹤0.01% | 420 |
|
2018
Q3 | $3.98M | Buy |
45,879
+45,789
| +50,877% | +$3.97M | 1.79% | 17 |
|
2018
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 429 |
|
2018
Q1 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 406 |
|
2016
Q4 | – | Sell |
-1,784
| Closed | -$117K | – | 751 |
|
2016
Q3 | $117K | Buy |
+1,784
| New | +$117K | 0.02% | 320 |
|
2016
Q1 | – | Sell |
-84
| Closed | -$4K | – | 547 |
|
2015
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 425 |
|
2015
Q1 | – | Sell |
-223
| Closed | -$15K | – | 539 |
|
2014
Q4 | $15K | Hold |
223
| – | – | 0.01% | 318 |
|
2014
Q3 | $14K | Buy |
223
+45
| +25% | +$2.83K | 0.01% | 327 |
|
2014
Q2 | $14K | Hold |
178
| – | – | 0.01% | 312 |
|
2014
Q1 | $13K | Hold |
178
| – | – | 0.01% | 299 |
|
2013
Q4 | $14K | Hold |
178
| – | – | 0.01% | 288 |
|
2013
Q3 | $12K | Buy |
+178
| New | +$12K | 0.01% | 291 |
|