OneDigital 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 | $2.49M | Buy |
6,985
+156
| +2% | +$55.7K | 0.03% | 376 |
|
|
2025
Q1 | $1.86M | Sell |
6,829
-399
| -6% | -$108K | 0.02% | 423 |
|
|
2024
Q4 | $2.4M | Sell |
7,228
-81
| -1% | -$26.9K | 0.03% | 378 |
|
|
2024
Q3 | $2.42M | Buy |
7,309
+305
| +4% | +$101K | 0.03% | 391 |
|
|
2024
Q2 | $2.2M | Buy |
7,004
+3,141
| +81% | +$985K | 0.03% | 398 |
|
|
2024
Q1 | $1.21M | Sell |
3,863
-187
| -5% | -$58.5K | 0.02% | 453 |
|
|
2023
Q4 | $975K | Buy |
4,050
+698
| +21% | +$168K | 0.02% | 489 |
|
|
2023
Q3 | $715K | Sell |
3,352
-14
| -0.4% | -$2.99K | 0.02% | 526 |
|
|
2023
Q2 | $677K | Buy |
3,366
+53
| +2% | +$10.7K | 0.02% | 531 |
|
|
2023
Q1 | $568K | Buy |
3,313
+325
| +11% | +$55.7K | 0.01% | 572 |
|
|
2022
Q4 | $469K | Buy |
2,988
+125
| +4% | +$19.6K | 0.01% | 539 |
|
|
2022
Q3 | $382K | Buy |
2,863
+476
| +20% | +$63.5K | 0.01% | 529 |
|
|
2022
Q2 | $301K | Buy |
2,387
+78
| +3% | +$9.84K | 0.01% | 557 |
|
|
2022
Q1 | $350K | Buy |
2,309
+395
| +21% | +$59.9K | 0.01% | 549 |
|
|
2021
Q4 | $331K | Sell |
1,914
-67
| -3% | -$11.6K | 0.01% | 552 |
|
|
2021
Q3 | $296K | Buy |
+1,981
| New | +$296K | 0.01% | 574 |
|
|
2021
Q2 | – | Sell |
-1,453
| Closed | -$201K | – | 728 |
|
|
2021
Q1 | $201K | Buy |
+1,453
| New | +$201K | 0.01% | 618 |
|
|
2020
Q3 | – | Sell |
-5,019
| Closed | -$439K | – | 617 |
|
|
2020
Q2 | $439K | Buy |
5,019
+93
| +2% | +$8.13K | 0.03% | 337 |
|
|
2020
Q1 | $383K | Buy |
4,926
+266
| +6% | +$20.7K | 0.03% | 312 |
|
|
2019
Q4 | $441K | Buy |
4,660
+60
| +1% | +$5.68K | 0.03% | 326 |
|
|
2019
Q3 | $382K | Buy |
+4,600
| New | +$382K | 0.03% | 328 |
|
|
2018
Q2 | – | Sell |
-440
| Closed | -$35K | – | 1336 |
|
|
2018
Q1 | $35K | Sell |
440
-320
| -42% | -$25.5K | 0.01% | 619 |
|
|
2017
Q4 | $60K | Sell |
760
-271
| -26% | -$21.4K | 0.01% | 455 |
|
|
2017
Q3 | $79K | Hold |
1,031
| – | – | 0.03% | 277 |
|
|
2017
Q2 | $80K | Buy |
+1,031
| New | +$80K | 0.02% | 363 |
|