Legacy 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 | $1.09M | Buy |
3,051
+508
| +20% | +$181K | 0.17% | 100 |
|
|
2025
Q1 | $691K | Buy |
2,543
+30
| +1% | +$8.16K | 0.12% | 152 |
|
|
2024
Q4 | $834K | Buy |
2,513
+258
| +11% | +$85.6K | 0.14% | 120 |
|
|
2024
Q3 | $747K | Sell |
2,255
-217
| -9% | -$71.9K | 0.13% | 142 |
|
|
2024
Q2 | $775K | Buy |
2,472
+86
| +4% | +$27K | 0.14% | 120 |
|
|
2024
Q1 | $746K | Buy |
2,386
+96
| +4% | +$30K | 0.13% | 126 |
|
|
2023
Q4 | $552K | Buy |
2,290
+31
| +1% | +$7.47K | 0.11% | 152 |
|
|
2023
Q3 | $482K | Buy |
2,259
+114
| +5% | +$24.3K | 0.1% | 140 |
|
|
2023
Q2 | $431K | Sell |
2,145
-299
| -12% | -$60.1K | 0.08% | 157 |
|
|
2023
Q1 | $419K | Sell |
2,444
-42
| -2% | -$7.2K | 0.09% | 148 |
|
|
2022
Q4 | $390K | Buy |
+2,486
| New | +$390K | 0.08% | 139 |
|
|
2019
Q2 | – | Sell |
-486
| Closed | -$39K | – | 365 |
|
|
2019
Q1 | $39K | Buy |
486
+32
| +7% | +$2.57K | 0.01% | 314 |
|
|
2018
Q4 | $31K | Buy |
454
+159
| +54% | +$10.9K | 0.01% | 327 |
|
|
2018
Q3 | $25K | Buy |
295
+7
| +2% | +$593 | 0.01% | 340 |
|
|
2018
Q2 | $22K | Buy |
288
+21
| +8% | +$1.6K | 0.01% | 360 |
|
|
2018
Q1 | $20K | Buy |
267
+15
| +6% | +$1.12K | 0.01% | 367 |
|
|
2017
Q4 | $19K | Buy |
+252
| New | +$19K | 0.01% | 368 |
|