SWM
SeaCrest Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
4,314
-3,567
| -45% | -$1.27M | 0.17% | 115 |
|
|
2025
Q1 | $2.14M | Buy |
7,881
+2
| +0% | +$544 | 0.24% | 71 |
|
|
2024
Q4 | $2.61M | Buy |
7,879
+2,222
| +39% | +$737K | 0.27% | 58 |
|
|
2024
Q3 | $1.87M | Buy |
5,657
+78
| +1% | +$25.9K | 0.2% | 94 |
|
|
2024
Q2 | $1.75M | Buy |
5,579
+561
| +11% | +$176K | 0.2% | 100 |
|
|
2024
Q1 | $1.57M | Sell |
5,018
-1,743
| -26% | -$545K | 0.19% | 112 |
|
|
2023
Q4 | $1.59M | Sell |
6,761
-359
| -5% | -$84.3K | 0.2% | 108 |
|
|
2023
Q3 | $1.52M | Buy |
7,120
+592
| +9% | +$126K | 0.2% | 99 |
|
|
2023
Q2 | $1.31M | Buy |
6,528
+47
| +0.7% | +$9.45K | 0.17% | 129 |
|
|
2023
Q1 | $1.11M | Buy |
6,481
+50
| +0.8% | +$8.57K | 0.15% | 145 |
|
|
2022
Q4 | $1.01M | Sell |
6,431
-181
| -3% | -$28.4K | 0.14% | 160 |
|
|
2022
Q3 | $882K | Sell |
6,612
-66
| -1% | -$8.8K | 0.13% | 169 |
|
|
2022
Q2 | $841K | Sell |
6,678
-122
| -2% | -$15.4K | 0.11% | 195 |
|
|
2022
Q1 | $1.03M | Sell |
6,800
-30
| -0.4% | -$4.55K | 0.12% | 190 |
|
|
2021
Q4 | $1.18M | Sell |
6,830
-144
| -2% | -$24.9K | 0.13% | 159 |
|
|
2021
Q3 | $1.04M | Buy |
6,974
+118
| +2% | +$17.6K | 0.13% | 177 |
|
|
2021
Q2 | $1.02M | Buy |
6,856
+127
| +2% | +$18.8K | 0.12% | 183 |
|
|
2021
Q1 | $930K | Buy |
6,729
+66
| +1% | +$9.12K | 0.12% | 187 |
|
|
2020
Q4 | $800K | Sell |
6,663
-123
| -2% | -$14.8K | 0.11% | 199 |
|
|
2020
Q3 | $692K | Buy |
6,786
+100
| +1% | +$10.2K | 0.11% | 205 |
|
|
2020
Q2 | $585K | Buy |
6,686
+5
| +0.1% | +$437 | 0.1% | 226 |
|
|
2020
Q1 | $519K | Sell |
6,681
-139
| -2% | -$10.8K | 0.11% | 200 |
|
|
2019
Q4 | $646K | Hold |
6,820
| – | – | 0.11% | 221 |
|
|
2019
Q3 | $567K | Buy |
6,820
+39
| +0.6% | +$3.24K | 0.11% | 236 |
|
|
2019
Q2 | $565K | Buy |
6,781
+645
| +11% | +$53.7K | 0.12% | 213 |
|
|
2019
Q1 | $494K | Buy |
6,136
+56
| +0.9% | +$4.51K | 0.08% | 234 |
|
|
2018
Q4 | $417K | Buy |
6,080
+184
| +3% | +$12.6K | 0.09% | 240 |
|
|
2018
Q3 | $511K | Sell |
5,896
-134
| -2% | -$11.6K | 0.09% | 252 |
|
|
2018
Q2 | $451K | Hold |
6,030
| – | – | 0.08% | 273 |
|
|
2018
Q1 | $482K | Hold |
6,030
| – | – | 0.09% | 247 |
|
|
2017
Q4 | $476K | Buy |
+6,030
| New | +$476K | 0.09% | 250 |
|