TRUE Private Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,260
| Closed | -$395K | – | 235 |
|
|
2024
Q2 | $395K | Sell |
1,260
-135
| -10% | -$42.3K | 0.04% | 194 |
|
|
2024
Q1 | $436K | Sell |
1,395
-74
| -5% | -$23.1K | 0.05% | 180 |
|
|
2023
Q4 | $354K | Sell |
1,469
-7
| -0.5% | -$1.69K | 0.04% | 200 |
|
|
2023
Q3 | $315K | Buy |
1,476
+183
| +14% | +$39K | 0.04% | 184 |
|
|
2023
Q2 | $260K | Buy |
1,293
+77
| +6% | +$15.5K | 0.04% | 193 |
|
|
2023
Q1 | $208K | Buy |
+1,216
| New | +$208K | 0.03% | 215 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$24K | – | 386 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2020
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2020
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 506 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$16K | – | 382 |
|
|
2019
Q2 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 489 |
|
|
2018
Q4 | – | Sell |
-748
| Closed | -$64.9K | – | 452 |
|
|
2018
Q3 | $64.9K | Buy |
+748
| New | +$64.9K | 0.01% | 427 |
|