One Wealth Advisors’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 |
-488
| Closed | -$76.6K | – | 329 |
|
|
2022
Q4 | $76.6K | Buy |
+488
| New | +$76.6K | 0.02% | 333 |
|
|
2019
Q2 | – | Sell |
-89
| Closed | -$7K | – | 231 |
|
|
2019
Q1 | $7K | Buy |
+89
| New | +$7K | 0.01% | 339 |
|
|
2018
Q4 | – | Sell |
-74
| Closed | -$6K | – | 223 |
|
|
2018
Q3 | $6K | Buy |
74
+8
| +12% | +$649 | ﹤0.01% | 371 |
|
|
2018
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 388 |
|
|
2018
Q1 | $5K | Sell |
66
-20
| -23% | -$1.52K | ﹤0.01% | 361 |
|
|
2017
Q4 | $7K | Buy |
+86
| New | +$7K | 0.01% | 371 |
|