Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Hold |
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|
2025
Q2 | $193K | Sell |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $175K | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q2 | $142K | Sell |
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|
2024
Q1 | $141K | Buy |
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|
2023
Q4 | $105K | Sell |
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|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $4.02K | Buy |
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|
2023
Q1 | $2.23K | Hold |
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|
2022
Q4 | $2.04K | Sell |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $7K | Sell |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $47K | Buy |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $104K | Sell |
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|
2019
Q3 | $117K | Sell |
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|
2019
Q2 | $138K | Sell |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $174K | Hold |
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|
2018
Q2 | $150K | Sell |
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|
2018
Q1 | $196K | Sell |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $247K | Buy |
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|
2017
Q1 | $223K | Sell |
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|
2016
Q4 | $296K | Sell |
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $28K | Sell |
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|
2015
Q4 | $336K | Buy |
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|
2015
Q3 | $72K | Hold |
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|
2015
Q2 | $72K | Hold |
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|
2015
Q1 | $73K | Hold |
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|
2014
Q4 | $73K | Hold |
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|
2014
Q3 | $68K | Hold |
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|
2014
Q2 | $83K | Buy |
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|
2014
Q1 | $40K | Hold |
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|
2013
Q4 | $40K | Buy |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $30K | Buy |
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