LA
Legacy Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,530
| Closed | -$688K | – | 144 |
|
|
2025
Q1 | $688K | Buy |
2,530
+154
| +6% | +$41.9K | 0.07% | 215 |
|
|
2024
Q4 | $789K | Sell |
2,376
-308
| -11% | -$102K | 0.08% | 195 |
|
|
2024
Q3 | $890K | Buy |
2,684
+497
| +23% | +$165K | 0.1% | 171 |
|
|
2024
Q2 | $686K | Buy |
2,187
+761
| +53% | +$239K | 0.08% | 177 |
|
|
2024
Q1 | $447K | Buy |
1,426
+56
| +4% | +$17.6K | 0.06% | 215 |
|
|
2023
Q4 | $330K | Buy |
1,370
+95
| +7% | +$22.9K | 0.04% | 228 |
|
|
2023
Q3 | $272K | Buy |
1,275
+17
| +1% | +$3.63K | 0.04% | 242 |
|
|
2023
Q2 | $253K | Buy |
1,258
+35
| +3% | +$7.04K | 0.04% | 237 |
|
|
2023
Q1 | $210K | Buy |
+1,223
| New | +$210K | 0.04% | 230 |
|
|
2020
Q2 | – | Sell |
-7,012
| Closed | -$545K | – | 105 |
|
|
2020
Q1 | $545K | Sell |
7,012
-103
| -1% | -$8.01K | 0.55% | 49 |
|
|
2019
Q4 | $674K | Buy |
7,115
+103
| +1% | +$9.76K | 0.43% | 54 |
|
|
2019
Q3 | $583K | Hold |
7,012
| – | – | 0.44% | 53 |
|
|
2019
Q2 | $584K | Sell |
7,012
-8,512
| -55% | -$709K | 0.39% | 49 |
|
|
2019
Q1 | $1.25M | Buy |
15,524
+7,762
| +100% | +$625K | 0.41% | 55 |
|
|
2018
Q4 | $533K | Buy |
7,762
+682
| +10% | +$46.8K | 0.4% | 60 |
|
|
2018
Q3 | $614K | Buy |
7,080
+6,080
| +608% | +$527K | 0.3% | 83 |
|
|
2018
Q2 | $75K | Buy |
+1,000
| New | +$75K | 0.06% | 150 |
|
|
2018
Q1 | – | Sell |
-88
| Closed | -$6K | – | 402 |
|
|
2017
Q4 | $6K | Buy |
+88
| New | +$6K | 0.01% | 292 |
|