Sheaff Brock Investment Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-692
| Closed | -$229K | – | 454 |
|
|
2024
Q3 | $229K | Buy |
+692
| New | +$229K | 0.02% | 365 |
|
|
2024
Q2 | – | Sell |
-761
| Closed | -$238K | – | 476 |
|
|
2024
Q1 | $238K | Sell |
761
-4,068
| -84% | -$1.27M | 0.02% | 397 |
|
|
2023
Q4 | $1.16M | Buy |
+4,829
| New | +$1.16M | 0.09% | 156 |
|
|
2023
Q3 | – | Sell |
-5,314
| Closed | -$1.07M | – | 465 |
|
|
2023
Q2 | $1.07M | Sell |
5,314
-100
| -2% | -$20.1K | 0.09% | 157 |
|
|
2023
Q1 | $928K | Hold |
5,414
| – | – | 0.09% | 180 |
|
|
2022
Q4 | $850K | Buy |
5,414
+100
| +2% | +$15.7K | 0.08% | 184 |
|
|
2022
Q3 | $709K | Sell |
5,314
-100
| -2% | -$13.3K | 0.08% | 195 |
|
|
2022
Q2 | $682K | Sell |
5,414
-200
| -4% | -$25.2K | 0.06% | 202 |
|
|
2022
Q1 | $852K | Hold |
5,614
| – | – | 0.06% | 196 |
|
|
2021
Q4 | $970K | Buy |
+5,614
| New | +$970K | 0.06% | 184 |
|
|
2021
Q2 | – | Sell |
-8,664
| Closed | -$1.2M | – | 520 |
|
|
2021
Q1 | $1.2M | Buy |
+8,664
| New | +$1.2M | 0.09% | 139 |
|