Tiedemann Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,200
| Closed | -$207K | – | 289 |
|
2021
Q4 | $207K | Sell |
1,200
-448
| -27% | -$77.3K | 0.01% | 269 |
|
2021
Q3 | $246K | Sell |
1,648
-121
| -7% | -$18.1K | 0.01% | 255 |
|
2021
Q2 | $263K | Buy |
+1,769
| New | +$263K | 0.01% | 301 |
|
2019
Q2 | – | Sell |
-4,577
| Closed | -$369K | – | 338 |
|
2019
Q1 | $369K | Sell |
4,577
-391
| -8% | -$31.5K | 0.02% | 335 |
|
2018
Q4 | $340K | Buy |
+4,968
| New | +$340K | 0.02% | 337 |
|
2017
Q3 | – | Sell |
-7,441
| Closed | -$579K | – | 378 |
|
2017
Q2 | $579K | Buy |
7,441
+426
| +6% | +$33.1K | 0.04% | 298 |
|
2017
Q1 | $520K | Buy |
+7,015
| New | +$520K | 0.04% | 266 |
|