MinichMacGregor Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-295
| Closed | -$46.4K | – | 256 |
|
|
2022
Q4 | $46.4K | Buy |
+295
| New | +$46.4K | 0.02% | 190 |
|
|
2018
Q4 | – | Sell |
-455
| Closed | -$39K | – | 213 |
|
|
2018
Q3 | $39K | Hold |
455
| – | – | 0.03% | 141 |
|
|
2018
Q2 | $34K | Hold |
455
| – | – | 0.02% | 145 |
|
|
2018
Q1 | $36K | Hold |
455
| – | – | 0.03% | 135 |
|
|
2017
Q4 | $36K | Hold |
455
| – | – | 0.03% | 134 |
|
|
2017
Q3 | $35K | Hold |
455
| – | – | 0.03% | 131 |
|
|
2017
Q2 | $35K | Hold |
455
| – | – | 0.03% | 123 |
|
|
2017
Q1 | $33K | Hold |
455
| – | – | 0.03% | 130 |
|
|
2016
Q4 | $30K | Hold |
455
| – | – | 0.03% | 138 |
|
|
2016
Q3 | $29K | Hold |
455
| – | – | 0.03% | 153 |
|
|
2016
Q2 | $27K | Hold |
455
| – | – | 0.03% | 152 |
|
|
2016
Q1 | $28K | Sell |
455
-95
| -17% | -$5.85K | 0.03% | 147 |
|
|
2015
Q4 | $39K | Buy |
+550
| New | +$39K | 0.04% | 118 |
|