Mount Yale 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 | $552K | Buy |
1,545
+51
| +3% | +$18.2K | 0.04% | 320 |
|
|
2025
Q1 | $406K | Sell |
1,494
-1,505
| -50% | -$409K | 0.03% | 371 |
|
|
2024
Q4 | $995K | Buy |
2,999
+46
| +2% | +$15.3K | 0.08% | 201 |
|
|
2024
Q3 | $979K | Buy |
2,953
+1,146
| +63% | +$380K | 0.09% | 200 |
|
|
2024
Q2 | $566K | Sell |
1,807
-3,332
| -65% | -$1.04M | 0.04% | 317 |
|
|
2024
Q1 | $1.61M | Sell |
5,139
-120
| -2% | -$37.5K | 0.12% | 158 |
|
|
2023
Q4 | $1.27M | Sell |
5,259
-499
| -9% | -$120K | 0.12% | 173 |
|
|
2023
Q3 | $1.23M | Sell |
5,758
-2,529
| -31% | -$539K | 0.13% | 160 |
|
|
2023
Q2 | $1.67M | Buy |
8,287
+1,749
| +27% | +$352K | 0.18% | 128 |
|
|
2023
Q1 | $1.12M | Sell |
6,538
-3,139
| -32% | -$538K | 0.13% | 164 |
|
|
2022
Q4 | $1.52M | Sell |
9,677
-1,298
| -12% | -$204K | 0.17% | 135 |
|
|
2022
Q3 | $1.46M | Buy |
10,975
+26
| +0.2% | +$3.47K | 0.19% | 114 |
|
|
2022
Q2 | $1.38M | Sell |
10,949
-407
| -4% | -$51.3K | 0.17% | 133 |
|
|
2022
Q1 | $1.72M | Sell |
11,356
-2,005
| -15% | -$304K | 0.19% | 122 |
|
|
2021
Q4 | $2.31M | Buy |
13,361
+5,341
| +67% | +$923K | 0.24% | 100 |
|
|
2021
Q3 | $1.2M | Buy |
8,020
+1,936
| +32% | +$289K | 0.14% | 168 |
|
|
2021
Q2 | $902K | Buy |
6,084
+109
| +2% | +$16.2K | 0.11% | 197 |
|
|
2021
Q1 | $826K | Buy |
5,975
+2,604
| +77% | +$360K | 0.11% | 199 |
|
|
2020
Q4 | $405K | Sell |
3,371
-1,044
| -24% | -$125K | 0.06% | 268 |
|
|
2020
Q3 | $450K | Buy |
4,415
+70
| +2% | +$7.14K | 0.06% | 248 |
|
|
2020
Q2 | $380K | Buy |
+4,345
| New | +$380K | 0.07% | 247 |
|
|
2019
Q4 | – | Sell |
-2,549
| Closed | -$235K | – | 326 |
|
|
2019
Q3 | $235K | Buy |
+2,549
| New | +$235K | 0.04% | 285 |
|
|
2019
Q1 | – | Sell |
-2,974
| Closed | -$225K | – | 306 |
|
|
2018
Q4 | $225K | Sell |
2,974
-327
| -10% | -$24.7K | 0.05% | 284 |
|
|
2018
Q3 | $249K | Sell |
3,301
-1
| -0% | -$75 | 0.04% | 281 |
|
|
2018
Q2 | $247K | Sell |
3,302
-42
| -1% | -$3.14K | 0.05% | 279 |
|
|
2018
Q1 | $267K | Buy |
+3,344
| New | +$267K | 0.06% | 255 |
|