Valeo Financial Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
11,281
+641
| +6% | +$229K | 0.1% | 103 |
|
|
2025
Q1 | $2.89M | Sell |
10,640
-897
| -8% | -$244K | 0.08% | 117 |
|
|
2024
Q4 | $3.83M | Buy |
11,537
+280
| +2% | +$92.9K | 0.11% | 89 |
|
|
2024
Q3 | $3.73M | Buy |
11,257
+284
| +3% | +$94.1K | 0.11% | 95 |
|
|
2024
Q2 | $3.44M | Sell |
10,973
-638
| -5% | -$200K | 0.11% | 93 |
|
|
2024
Q1 | $3.7M | Buy |
11,611
+1,088
| +10% | +$347K | 0.13% | 86 |
|
|
2023
Q4 | $2.53M | Sell |
10,523
-632
| -6% | -$152K | 0.1% | 112 |
|
|
2023
Q3 | $2.38M | Sell |
11,155
-209
| -2% | -$44.6K | 0.11% | 107 |
|
|
2023
Q2 | $2.29M | Buy |
11,364
+3,424
| +43% | +$689K | 0.1% | 111 |
|
|
2023
Q1 | $1.36M | Buy |
7,940
+1,138
| +17% | +$195K | 0.07% | 181 |
|
|
2022
Q4 | $1.07M | Buy |
6,802
+4,676
| +220% | +$734K | 0.06% | 181 |
|
|
2022
Q3 | $284K | Sell |
2,126
-984
| -32% | -$131K | 0.02% | 358 |
|
|
2022
Q2 | $392K | Buy |
3,110
+56
| +2% | +$7.06K | 0.02% | 288 |
|
|
2022
Q1 | $463K | Buy |
3,054
+1,449
| +90% | +$220K | 0.02% | 326 |
|
|
2021
Q4 | $277K | Sell |
1,605
-604
| -27% | -$104K | 0.02% | 412 |
|
|
2021
Q3 | $330K | Buy |
2,209
+210
| +11% | +$31.4K | 0.02% | 365 |
|
|
2021
Q2 | $296K | Sell |
1,999
-482
| -19% | -$71.4K | 0.02% | 342 |
|
|
2021
Q1 | $343K | Buy |
2,481
+121
| +5% | +$16.7K | 0.02% | 327 |
|
|
2020
Q4 | $283K | Sell |
2,360
-165
| -7% | -$19.8K | 0.01% | 337 |
|
|
2020
Q3 | $257K | Buy |
2,525
+29
| +1% | +$2.95K | 0.02% | 272 |
|
|
2020
Q2 | $218K | Buy |
2,496
+142
| +6% | +$12.4K | 0.02% | 298 |
|
|
2020
Q1 | $190K | Buy |
2,354
+562
| +31% | +$45.4K | 0.02% | 304 |
|
|
2019
Q4 | $170K | Buy |
1,792
+687
| +62% | +$65.2K | 0.02% | 350 |
|
|
2019
Q3 | $92K | Hold |
1,105
| – | – | 0.01% | 451 |
|
|
2019
Q2 | $92K | Sell |
1,105
-490
| -31% | -$40.8K | 0.01% | 452 |
|
|
2019
Q1 | $129K | Sell |
1,595
-91
| -5% | -$7.36K | 0.02% | 362 |
|
|
2018
Q4 | $116K | Sell |
1,686
-190
| -10% | -$13.1K | 0.02% | 350 |
|
|
2018
Q3 | $134K | Buy |
1,876
+190
| +11% | +$13.6K | 0.02% | 345 |
|
|
2018
Q2 | $135K | Buy |
1,686
+207
| +14% | +$16.6K | 0.02% | 351 |
|
|
2018
Q1 | $118K | Buy |
1,479
+608
| +70% | +$48.5K | 0.02% | 331 |
|
|
2017
Q4 | $69K | Buy |
871
+62
| +8% | +$4.91K | 0.01% | 414 |
|
|
2017
Q3 | $62K | Buy |
+809
| New | +$62K | 0.01% | 370 |
|