Walled Lake Planning & Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-146
| Closed | -$22K | – | 169 |
|
|
2021
Q3 | $22K | Hold |
146
| – | – | 0.01% | 211 |
|
|
2021
Q2 | $22K | Buy |
146
+2
| +1% | +$301 | 0.01% | 200 |
|
|
2021
Q1 | $20K | Hold |
144
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $17K | Sell |
144
-32
| -18% | -$3.78K | 0.01% | 190 |
|
|
2020
Q3 | $18K | Buy |
176
+1
| +0.6% | +$102 | 0.01% | 179 |
|
|
2020
Q2 | $15K | Buy |
175
+1
| +0.6% | +$86 | 0.01% | 174 |
|
|
2020
Q1 | $14K | Buy |
174
+1
| +0.6% | +$80 | 0.01% | 162 |
|
|
2019
Q4 | $16K | Buy |
+173
| New | +$16K | 0.01% | 172 |
|