V Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,601
| Closed | -$523K | – | 185 |
|
2023
Q2 | $523K | Sell |
2,601
-82
| -3% | -$16.5K | 0.09% | 196 |
|
2023
Q1 | $460K | Sell |
2,683
-65
| -2% | -$11.1K | 0.09% | 204 |
|
2022
Q4 | $431K | Buy |
2,748
+18
| +0.7% | +$2.82K | 0.09% | 210 |
|
2022
Q3 | $364K | Sell |
2,730
-653
| -19% | -$87.1K | 0.07% | 249 |
|
2022
Q2 | $427K | Buy |
3,383
+5
| +0.1% | +$631 | 0.08% | 244 |
|
2022
Q1 | $512K | Buy |
3,378
+403
| +14% | +$61.1K | 0.08% | 239 |
|
2021
Q4 | $514K | Sell |
2,975
-49
| -2% | -$8.47K | 0.08% | 249 |
|
2021
Q3 | $452K | Sell |
3,024
-1
| -0% | -$149 | 0.07% | 284 |
|
2021
Q2 | $447K | Sell |
3,025
-16
| -0.5% | -$2.36K | 0.07% | 298 |
|
2021
Q1 | $421K | Buy |
3,041
+143
| +5% | +$19.8K | 0.08% | 280 |
|
2020
Q4 | $348K | Buy |
+2,898
| New | +$348K | 0.07% | 282 |
|
2020
Q2 | – | Sell |
-2,795
| Closed | -$218K | – | 353 |
|
2020
Q1 | $218K | Buy |
+2,795
| New | +$218K | 0.07% | 282 |
|
2017
Q3 | – | Sell |
-18
| Closed | -$1K | – | 359 |
|
2017
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 778 |
|