Sage Mountain 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 | $2.26M | Buy |
6,333
+1,052
| +20% | +$376K | 0.15% | 73 |
|
|
2025
Q1 | $1.44M | Sell |
5,281
-145
| -3% | -$39.4K | 0.11% | 87 |
|
|
2024
Q4 | $1.8M | Sell |
5,426
-265
| -5% | -$87.9K | 0.13% | 78 |
|
|
2024
Q3 | $1.89M | Buy |
5,691
+1,526
| +37% | +$506K | 0.16% | 69 |
|
|
2024
Q2 | $1.31M | Buy |
4,165
+397
| +11% | +$124K | 0.12% | 81 |
|
|
2024
Q1 | $1.18M | Buy |
3,768
+529
| +16% | +$165K | 0.12% | 86 |
|
|
2023
Q4 | $780K | Buy |
3,239
+106
| +3% | +$25.5K | 0.09% | 96 |
|
|
2023
Q3 | $668K | Buy |
3,133
+108
| +4% | +$23K | 0.09% | 93 |
|
|
2023
Q2 | $608K | Buy |
3,025
+476
| +19% | +$95.7K | 0.09% | 98 |
|
|
2023
Q1 | $437K | Buy |
+2,549
| New | +$437K | 0.07% | 117 |
|
|
2022
Q1 | – | Sell |
-2,063
| Closed | -$357K | – | 642 |
|
|
2021
Q4 | $357K | Sell |
2,063
-59
| -3% | -$10.2K | 0.04% | 398 |
|
|
2021
Q3 | $317K | Buy |
2,122
+461
| +28% | +$68.9K | 0.05% | 342 |
|
|
2021
Q2 | $246K | Buy |
1,661
+106
| +7% | +$15.7K | 0.04% | 350 |
|
|
2021
Q1 | $215K | Buy |
+1,555
| New | +$215K | 0.05% | 286 |
|