SIAP
Sterling Investment Advisors (Pennsylvania)’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
7,135
-105
| -1% | -$37.5K | 0.56% | 55 |
|
|
2025
Q1 | $1.97M | Sell |
7,240
-42
| -0.6% | -$11.4K | 0.47% | 60 |
|
|
2024
Q4 | $2.42M | Sell |
7,282
-301
| -4% | -$99.9K | 0.59% | 57 |
|
|
2024
Q3 | $2.51M | Buy |
7,583
+1,669
| +28% | +$553K | 0.64% | 52 |
|
|
2024
Q2 | $1.85M | Sell |
5,914
-75
| -1% | -$23.5K | 0.5% | 62 |
|
|
2024
Q1 | $1.87M | Sell |
5,989
-460
| -7% | -$144K | 0.53% | 58 |
|
|
2023
Q4 | $1.55M | Sell |
6,449
-45
| -0.7% | -$10.8K | 0.48% | 59 |
|
|
2023
Q3 | $1.39M | Hold |
6,494
| – | – | 0.48% | 61 |
|
|
2023
Q2 | $1.31M | Sell |
6,494
-30
| -0.5% | -$6.03K | 0.43% | 65 |
|
|
2023
Q1 | $1.12M | Buy |
6,524
+21
| +0.3% | +$3.6K | 0.38% | 70 |
|
|
2022
Q4 | $1.02M | Sell |
6,503
-70
| -1% | -$11K | 0.37% | 69 |
|
|
2022
Q3 | $877K | Sell |
6,573
-366
| -5% | -$48.8K | 0.33% | 78 |
|
|
2022
Q2 | $874K | Sell |
6,939
-150
| -2% | -$18.9K | 0.3% | 79 |
|
|
2022
Q1 | $1.08M | Sell |
7,089
-465
| -6% | -$70.6K | 0.31% | 84 |
|
|
2021
Q4 | $1.31M | Sell |
7,554
-967
| -11% | -$167K | 0.37% | 73 |
|
|
2021
Q3 | $1.27M | Sell |
8,521
-500
| -6% | -$74.6K | 0.38% | 75 |
|
|
2021
Q2 | $1.34M | Buy |
9,021
+146
| +2% | +$21.6K | 0.39% | 72 |
|
|
2021
Q1 | $1.23M | Hold |
8,875
| – | – | 0.4% | 74 |
|
|
2020
Q4 | $1.07M | Sell |
8,875
-50
| -0.6% | -$6.01K | 0.36% | 72 |
|
|
2020
Q3 | $911K | Hold |
8,925
| – | – | 0.35% | 71 |
|
|
2020
Q2 | $780K | Hold |
8,925
| – | – | 0.32% | 78 |
|
|
2020
Q1 | $693K | Hold |
8,925
| – | – | 0.37% | 73 |
|
|
2019
Q4 | $845K | Sell |
8,925
-50
| -0.6% | -$4.73K | 0.39% | 64 |
|
|
2019
Q3 | $746K | Buy |
8,975
+900
| +11% | +$74.8K | 0.38% | 67 |
|
|
2019
Q2 | $672K | Buy |
8,075
+700
| +9% | +$58.3K | 0.34% | 77 |
|
|
2019
Q1 | $594K | Hold |
7,375
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $506K | Sell |
7,375
-250
| -3% | -$17.2K | 0.3% | 79 |
|
|
2018
Q3 | $661K | Hold |
7,625
| – | – | 0.35% | 73 |
|
|
2018
Q2 | $569K | Hold |
7,625
| – | – | 0.34% | 75 |
|
|
2018
Q1 | $609K | Sell |
7,625
-700
| -8% | -$55.9K | 0.37% | 70 |
|
|
2017
Q4 | $658K | Sell |
8,325
-600
| -7% | -$47.4K | 0.41% | 69 |
|
|
2017
Q3 | $685K | Sell |
8,925
-1,400
| -14% | -$107K | 0.45% | 65 |
|
|
2017
Q2 | $804K | Sell |
10,325
-1,100
| -10% | -$85.7K | 0.54% | 58 |
|
|
2017
Q1 | $847K | Buy |
11,425
+600
| +6% | +$44.5K | 0.61% | 51 |
|
|
2016
Q4 | $726K | Buy |
+10,825
| New | +$726K | 0.58% | 49 |
|