Laurel Wealth Advisors (California)’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $318K | Sell |
2,023
-39
| -2% | -$6.13K | 0.03% | 488 |
|
|
2022
Q3 | $275K | Sell |
2,062
-4
| -0.2% | -$533 | 0.03% | 508 |
|
|
2022
Q2 | $260K | Sell |
2,066
-253
| -11% | -$31.8K | 0.03% | 539 |
|
|
2022
Q1 | $352K | Sell |
2,319
-225
| -9% | -$34.2K | 0.03% | 533 |
|
|
2021
Q4 | $440K | Buy |
2,544
+526
| +26% | +$91K | 0.03% | 486 |
|
|
2021
Q3 | $301K | Sell |
2,018
-113
| -5% | -$16.9K | 0.06% | 337 |
|
|
2021
Q2 | $316K | Buy |
2,131
+150
| +8% | +$22.2K | 0.04% | 390 |
|
|
2021
Q1 | $274K | Sell |
1,981
-598
| -23% | -$82.7K | 0.04% | 375 |
|
|
2020
Q4 | $310K | Buy |
2,579
+107
| +4% | +$12.9K | 0.05% | 325 |
|
|
2020
Q3 | $252K | Hold |
2,472
| – | – | 0.04% | 332 |
|
|
2020
Q2 | $216K | Buy |
+2,472
| New | +$216K | 0.04% | 360 |
|
|
2020
Q1 | – | Sell |
-2,480
| Closed | -$235K | – | 370 |
|
|
2019
Q4 | $235K | Sell |
2,480
-14,016
| -85% | -$1.33M | 0.04% | 398 |
|
|
2019
Q3 | $1.37M | Buy |
16,496
+14,000
| +561% | +$1.16M | 0.23% | 111 |
|
|
2019
Q2 | $208K | Buy |
+2,496
| New | +$208K | 0.05% | 374 |
|
|
2016
Q2 | – | Sell |
-12,338
| Closed | -$772K | – | 264 |
|
|
2016
Q1 | $772K | Sell |
12,338
-98
| -0.8% | -$6.13K | 0.39% | 73 |
|
|
2015
Q4 | $647K | Buy |
+12,436
| New | +$647K | 0.33% | 84 |
|