Lee Financial’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+722
| New | +$258K | 0.04% | 129 |
|
|
2025
Q1 | – | Sell |
-751
| Closed | -$249K | – | 157 |
|
|
2024
Q4 | $249K | Buy |
751
+59
| +9% | +$19.6K | 0.04% | 161 |
|
|
2024
Q3 | $229K | Sell |
692
-98
| -12% | -$32.5K | 0.03% | 163 |
|
|
2024
Q2 | $248K | Buy |
+790
| New | +$248K | 0.04% | 126 |
|
|
2024
Q1 | – | Sell |
-239
| Closed | -$57.6K | – | 376 |
|
|
2023
Q4 | $57.6K | Hold |
239
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $51K | Buy |
239
+200
| +513% | +$42.7K | 0.01% | 217 |
|
|
2023
Q2 | $7.84K | Hold |
39
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $6.68K | Sell |
39
-4
| -9% | -$685 | ﹤0.01% | 486 |
|
|
2022
Q4 | $6.75K | Hold |
43
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-505
| Closed | -$87K | – | 823 |
|
|
2021
Q4 | $87K | Buy |
+505
| New | +$87K | 0.02% | 204 |
|
|
2020
Q4 | – | Sell |
-31
| Closed | -$3K | – | 495 |
|
|
2020
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 436 |
|
|
2019
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 450 |
|
|
2019
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 473 |
|
|
2018
Q3 | – | Sell |
-148
| Closed | -$11K | – | 541 |
|
|
2018
Q2 | $11K | Hold |
148
| – | – | ﹤0.01% | 454 |
|
|
2018
Q1 | $12K | Sell |
148
-152
| -51% | -$12.3K | ﹤0.01% | 436 |
|
|
2017
Q4 | $24K | Buy |
300
+150
| +100% | +$12K | 0.01% | 236 |
|
|
2017
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 301 |
|
|
2017
Q2 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 298 |
|