Sanders Morris Harris’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Hold |
2,100
| – | – | 0.18% | 52 |
|
|
2025
Q1 | $571K | Buy |
2,100
+100
| +5% | +$27.2K | 0.09% | 146 |
|
|
2024
Q4 | $669K | Hold |
2,000
| – | – | 0.1% | 140 |
|
|
2024
Q3 | $663K | Hold |
2,000
| – | – | 0.11% | 134 |
|
|
2024
Q2 | $627K | Sell |
2,000
-400
| -17% | -$125K | 0.1% | 132 |
|
|
2024
Q1 | $750K | Buy |
+2,400
| New | +$750K | 0.14% | 115 |
|
|
2023
Q4 | – | Sell |
-2,400
| Closed | -$512K | – | 190 |
|
|
2023
Q3 | $512K | Hold |
2,400
| – | – | 0.11% | 149 |
|
|
2023
Q2 | $483K | Hold |
2,400
| – | – | 0.11% | 141 |
|
|
2023
Q1 | $411K | Buy |
+2,400
| New | +$411K | 0.14% | 70 |
|
|
2022
Q4 | – | Sell |
-2,400
| Closed | -$320K | – | 225 |
|
|
2022
Q3 | $320K | Hold |
2,400
| – | – | 0.08% | 188 |
|
|
2022
Q2 | $302K | Hold |
2,400
| – | – | 0.07% | 208 |
|
|
2022
Q1 | $364K | Hold |
2,400
| – | – | 0.07% | 205 |
|
|
2021
Q4 | $415K | Hold |
2,400
| – | – | 0.07% | 195 |
|
|
2021
Q3 | $358K | Hold |
2,400
| – | – | 0.07% | 218 |
|
|
2021
Q2 | $356K | Hold |
2,400
| – | – | 0.07% | 225 |
|
|
2021
Q1 | $332K | Hold |
2,400
| – | – | 0.07% | 210 |
|
|
2020
Q4 | $288K | Buy |
+2,400
| New | +$288K | 0.07% | 223 |
|
|
2019
Q4 | – | Sell |
-2,400
| Closed | -$200K | – | 293 |
|
|
2019
Q3 | $200K | Buy |
+2,400
| New | +$200K | 0.05% | 257 |
|
|
2017
Q1 | – | Sell |
-8,000
| Closed | -$537K | – | 151 |
|
|
2016
Q4 | $537K | Sell |
8,000
-32,707
| -80% | -$2.2M | 0.25% | 57 |
|
|
2016
Q3 | $2.68M | Buy |
+40,707
| New | +$2.68M | 0.81% | 32 |
|