SIA
Schechter Investment Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $916K | Sell |
3,369
-52
| -2% | -$14.1K | 0.08% | 249 |
|
|
2024
Q4 | $1.14M | Buy |
3,421
+75
| +2% | +$24.9K | 0.09% | 222 |
|
|
2024
Q3 | $1.11M | Sell |
3,346
-69
| -2% | -$22.9K | 0.08% | 233 |
|
|
2024
Q2 | $1.07M | Sell |
3,415
-1,226
| -26% | -$384K | 0.08% | 224 |
|
|
2024
Q1 | $1.45M | Sell |
4,641
-282
| -6% | -$88.2K | 0.11% | 178 |
|
|
2023
Q4 | $1.19M | Sell |
4,923
-121
| -2% | -$29.1K | 0.1% | 200 |
|
|
2023
Q3 | $1.08M | Sell |
5,044
-719
| -12% | -$153K | 0.1% | 208 |
|
|
2023
Q2 | $1.16M | Sell |
5,763
-141
| -2% | -$28.4K | 0.1% | 220 |
|
|
2023
Q1 | $1.01M | Sell |
5,904
-166
| -3% | -$28.4K | 0.09% | 250 |
|
|
2022
Q4 | $953K | Sell |
6,070
-984
| -14% | -$154K | 0.09% | 306 |
|
|
2022
Q3 | $941K | Buy |
7,054
+1,438
| +26% | +$192K | 0.09% | 299 |
|
|
2022
Q2 | $708K | Sell |
5,616
-1,577
| -22% | -$199K | 0.07% | 403 |
|
|
2022
Q1 | $1.09M | Sell |
7,193
-256
| -3% | -$38.8K | 0.1% | 272 |
|
|
2021
Q4 | $1.29M | Buy |
+7,449
| New | +$1.29M | 0.12% | 225 |
|