Sendero Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,615
| Closed | -$215K | – | 107 |
|
|
2022
Q3 | $215K | Sell |
1,615
-905
| -36% | -$120K | 0.09% | 93 |
|
|
2022
Q2 | $317K | Buy |
2,520
+365
| +17% | +$45.9K | 0.3% | 74 |
|
|
2022
Q1 | $327K | Buy |
2,155
+120
| +6% | +$18.2K | 0.15% | 69 |
|
|
2021
Q4 | $352K | Buy |
+2,035
| New | +$352K | 0.16% | 71 |
|