Wealthstreet Investment Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,101
| Closed | -$844K | – | 168 |
|
|
2021
Q1 | $844K | Sell |
6,101
-100
| -2% | -$13.8K | 0.08% | 188 |
|
|
2020
Q4 | $745K | Hold |
6,201
| – | – | 0.08% | 193 |
|
|
2020
Q3 | $633K | Sell |
6,201
-300
| -5% | -$30.6K | 0.07% | 195 |
|
|
2020
Q2 | $569K | Hold |
6,501
| – | – | 0.07% | 196 |
|
|
2020
Q1 | $505K | Hold |
6,501
| – | – | 0.07% | 186 |
|
|
2019
Q4 | $616K | Hold |
6,501
| – | – | 0.07% | 211 |
|
|
2019
Q3 | $578K | Hold |
6,501
| – | – | 0.07% | 203 |
|
|
2019
Q2 | $541K | Sell |
6,501
-300
| -4% | -$25K | 0.07% | 213 |
|
|
2019
Q1 | $548K | Sell |
6,801
-200
| -3% | -$16.1K | 0.07% | 207 |
|
|
2018
Q4 | $484K | Sell |
7,001
-2,349
| -25% | -$162K | 0.07% | 220 |
|
|
2018
Q3 | $811K | Hold |
9,350
| – | – | 0.1% | 182 |
|
|
2018
Q2 | $699K | Sell |
9,350
-1,100
| -11% | -$82.2K | 0.09% | 197 |
|
|
2018
Q1 | $835K | Sell |
10,450
-50
| -0.5% | -$4K | 0.1% | 173 |
|
|
2017
Q4 | $830K | Buy |
+10,500
| New | +$830K | 0.1% | 175 |
|