Liberty Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-439
| Closed | -$70K | – | 457 |
|
|
2021
Q3 | $70K | Buy |
439
+360
| +456% | +$57.4K | 0.03% | 355 |
|
|
2021
Q2 | $10K | Buy |
79
+47
| +147% | +$5.95K | ﹤0.01% | 648 |
|
|
2021
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 769 |
|
|
2020
Q4 | $3K | Sell |
32
-113
| -78% | -$10.6K | ﹤0.01% | 765 |
|
|
2020
Q3 | $15K | Buy |
145
+49
| +51% | +$5.07K | 0.01% | 447 |
|
|
2020
Q2 | $8K | Buy |
96
+42
| +78% | +$3.5K | 0.01% | 526 |
|
|
2020
Q1 | $4K | Sell |
54
-3
| -5% | -$222 | ﹤0.01% | 610 |
|
|
2019
Q4 | $5K | Sell |
57
-40
| -41% | -$3.51K | ﹤0.01% | 662 |
|
|
2019
Q3 | $8K | Hold |
97
| – | – | 0.01% | 554 |
|
|
2019
Q2 | $8K | Hold |
97
| – | – | 0.01% | 561 |
|
|
2019
Q1 | $7K | Buy |
97
+17
| +21% | +$1.23K | 0.01% | 488 |
|
|
2018
Q4 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 544 |
|