KWB Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,144
| Closed | -$370K | – | 108 |
|
|
2022
Q1 | $370K | Hold |
2,144
| – | – | 0.06% | 69 |
|
|
2021
Q4 | $370K | Buy |
2,144
+6
| +0.3% | +$1.04K | 0.06% | 69 |
|
|
2021
Q3 | $319K | Buy |
2,138
+290
| +16% | +$43.3K | 0.06% | 69 |
|
|
2021
Q2 | $256K | Hold |
1,848
| – | – | 0.05% | 75 |
|
|
2021
Q1 | $256K | Buy |
+1,848
| New | +$256K | 0.05% | 75 |
|