Moneta Group Investment 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 | $3.19M | Buy |
8,945
+215
| +2% | +$76.8K | 0.04% | 174 |
|
|
2025
Q1 | $2.37M | Sell |
8,730
-64
| -0.7% | -$17.4K | 0.03% | 193 |
|
|
2024
Q4 | $2.92M | Buy |
8,794
+1,489
| +20% | +$494K | 0.04% | 171 |
|
|
2024
Q3 | $2.42M | Sell |
7,305
-52
| -0.7% | -$17.2K | 0.04% | 181 |
|
|
2024
Q2 | $2.31M | Sell |
7,357
-188
| -2% | -$59K | 0.04% | 176 |
|
|
2024
Q1 | $2.36M | Sell |
7,545
-5,800
| -43% | -$1.81M | 0.04% | 178 |
|
|
2023
Q4 | $3.21M | Sell |
13,345
-247
| -2% | -$59.5K | 0.06% | 137 |
|
|
2023
Q3 | $2.9M | Buy |
13,592
+9,915
| +270% | +$2.11M | 0.07% | 138 |
|
|
2023
Q2 | $739K | Buy |
3,677
+284
| +8% | +$57.1K | 0.02% | 264 |
|
|
2023
Q1 | $581K | Buy |
3,393
+1,309
| +63% | +$224K | 0.01% | 288 |
|
|
2022
Q4 | $338K | Sell |
2,084
-53
| -2% | -$8.6K | 0.01% | 351 |
|
|
2022
Q3 | $285K | Sell |
2,137
-712
| -25% | -$95K | 0.01% | 360 |
|
|
2022
Q2 | $359K | Buy |
2,849
+675
| +31% | +$85.1K | 0.01% | 352 |
|
|
2022
Q1 | $330K | Buy |
2,174
+247
| +13% | +$37.5K | 0.01% | 345 |
|
|
2021
Q4 | $333K | Buy |
+1,927
| New | +$333K | 0.01% | 362 |
|
|
2021
Q3 | – | Sell |
-2,477
| Closed | -$367K | – | 458 |
|
|
2021
Q2 | $367K | Sell |
2,477
-76
| -3% | -$11.3K | 0.02% | 325 |
|
|
2021
Q1 | $353K | Buy |
2,553
+331
| +15% | +$45.8K | 0.02% | 304 |
|
|
2020
Q4 | $267K | Sell |
2,222
-228
| -9% | -$27.4K | 0.02% | 268 |
|
|
2020
Q3 | $250K | Sell |
2,450
-476
| -16% | -$48.6K | 0.02% | 237 |
|
|
2020
Q2 | $256K | Sell |
2,926
-1,785
| -38% | -$156K | 0.02% | 220 |
|
|
2020
Q1 | $366K | Sell |
4,711
-2,542
| -35% | -$197K | 0.04% | 180 |
|
|
2019
Q4 | $687K | Buy |
7,253
+85
| +1% | +$8.05K | 0.06% | 150 |
|
|
2019
Q3 | $596K | Buy |
7,168
+204
| +3% | +$17K | 0.06% | 152 |
|
|
2019
Q2 | $580K | Buy |
6,964
+224
| +3% | +$18.7K | 0.06% | 150 |
|
|
2019
Q1 | $543K | Sell |
6,740
-222
| -3% | -$17.9K | 0.06% | 138 |
|
|
2018
Q4 | $478K | Sell |
6,962
-1,688
| -20% | -$116K | 0.06% | 138 |
|
|
2018
Q3 | $750K | Sell |
8,650
-4,513
| -34% | -$391K | 0.08% | 119 |
|
|
2018
Q2 | $984K | Buy |
13,163
+4,160
| +46% | +$311K | 0.11% | 111 |
|
|
2018
Q1 | $719K | Buy |
9,003
+2,036
| +29% | +$163K | 0.1% | 95 |
|
|
2017
Q4 | $550K | Sell |
6,967
-143
| -2% | -$11.3K | 0.08% | 112 |
|
|
2017
Q3 | $546K | Sell |
7,110
-4,025
| -36% | -$309K | 0.08% | 110 |
|
|
2017
Q2 | $867K | Buy |
11,135
+3,630
| +48% | +$283K | 0.14% | 91 |
|
|
2017
Q1 | $556K | Buy |
7,505
+216
| +3% | +$16K | 0.11% | 80 |
|
|
2016
Q4 | $489K | Buy |
7,289
+1,884
| +35% | +$126K | 0.1% | 89 |
|
|
2016
Q3 | $355K | Sell |
5,405
-3,650
| -40% | -$240K | 0.08% | 97 |
|
|
2016
Q2 | $541K | Buy |
9,055
+1,660
| +22% | +$99.2K | 0.12% | 106 |
|
|
2016
Q1 | $463K | Buy |
+7,395
| New | +$463K | 0.1% | 111 |
|
|
2015
Q4 | – | Sell |
-2,600
| Closed | -$133K | – | 226 |
|
|
2015
Q3 | $133K | Buy |
+2,600
| New | +$133K | 0.04% | 157 |
|
|
2015
Q1 | – | Sell |
-8,355
| Closed | -$568K | – | 144 |
|
|
2014
Q4 | $568K | Sell |
8,355
-1,269
| -13% | -$86.3K | 0.27% | 63 |
|
|
2014
Q3 | $610K | Buy |
9,624
+869
| +10% | +$55.1K | 0.32% | 55 |
|
|
2014
Q2 | $676K | Sell |
8,755
-60
| -0.7% | -$4.63K | 0.36% | 51 |
|
|
2014
Q1 | $662K | Sell |
8,815
-7,536
| -46% | -$566K | 0.39% | 42 |
|
|
2013
Q4 | $1.25M | Sell |
16,351
-1,589
| -9% | -$121K | 0.75% | 24 |
|
|
2013
Q3 | $1.24M | Sell |
17,940
-350
| -2% | -$24.1K | 0.81% | 23 |
|
|
2013
Q2 | $1.2M | Buy |
+18,290
| New | +$1.2M | 0.85% | 24 |
|