LGT 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 | $12.5K | Buy |
+35
| New | +$12.5K | 0.03% | 190 |
|
2024
Q3 | – | Sell |
-104
| Closed | -$32.6K | – | 726 |
|
2024
Q2 | $32.6K | Buy |
+104
| New | +$32.6K | 0.07% | 210 |
|
2023
Q4 | – | Sell |
-22
| Closed | -$4.69K | – | 888 |
|
2023
Q3 | $4.69K | Sell |
22
-4,938
| -100% | -$1.05M | 0.01% | 634 |
|
2023
Q2 | $997K | Buy |
4,960
+2,789
| +128% | +$561K | 1.06% | 23 |
|
2023
Q1 | $372K | Buy |
+2,171
| New | +$372K | 0.69% | 34 |
|