Wealthspire Advisors (Maryland)’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $974K | Buy |
9,542
+557
| +6% | +$56.9K | 0.03% | 192 |
|
|
2020
Q2 | $786K | Sell |
8,985
-1,175
| -12% | -$103K | 0.06% | 190 |
|
|
2020
Q1 | $789K | Buy |
10,160
+448
| +5% | +$34.8K | 0.07% | 168 |
|
|
2019
Q4 | $920K | Buy |
9,712
+334
| +4% | +$31.6K | 0.06% | 182 |
|
|
2019
Q3 | $780K | Sell |
9,378
-694
| -7% | -$57.7K | 0.06% | 180 |
|
|
2019
Q2 | $839K | Buy |
10,072
+2,054
| +26% | +$171K | 0.06% | 155 |
|
|
2019
Q1 | $646K | Sell |
8,018
-177
| -2% | -$14.3K | 0.05% | 211 |
|
|
2018
Q4 | $563K | Sell |
8,195
-87
| -1% | -$5.98K | 0.05% | 201 |
|
|
2018
Q3 | $718K | Sell |
8,282
-866
| -9% | -$75.1K | 0.06% | 182 |
|
|
2018
Q2 | $684K | Sell |
9,148
-723
| -7% | -$54.1K | 0.06% | 181 |
|
|
2018
Q1 | $789K | Sell |
9,871
-77
| -0.8% | -$6.16K | 0.07% | 164 |
|
|
2017
Q4 | $786K | Sell |
9,948
-1,466
| -13% | -$116K | 0.08% | 167 |
|
|
2017
Q3 | $876K | Buy |
11,414
+136
| +1% | +$10.4K | 0.1% | 144 |
|
|
2017
Q2 | $878K | Buy |
11,278
+7,046
| +166% | +$549K | 0.1% | 133 |
|
|
2017
Q1 | $314K | Sell |
4,232
-333
| -7% | -$24.7K | 0.04% | 279 |
|
|
2016
Q4 | $306K | Buy |
4,565
+79
| +2% | +$5.3K | 0.05% | 269 |
|
|
2016
Q3 | $295K | Sell |
4,486
-219
| -5% | -$14.4K | 0.05% | 280 |
|
|
2016
Q2 | $281K | Buy |
4,705
+186
| +4% | +$11.1K | 0.05% | 272 |
|
|
2016
Q1 | $283K | Buy |
4,519
+924
| +26% | +$57.9K | 0.05% | 271 |
|
|
2015
Q4 | $187K | Buy |
+3,595
| New | +$187K | 0.03% | 374 |
|