Wealthstreet Investment Advisors’s Eaton ETN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6,101	Closed	-$844K	–	168
2021 Q1	$844K	Sell	6,101 -100	-2%	-$12.9K	0.08%	188
2020 Q4	$745K	Hold	6,201	–	–	0.08%	193
2020 Q3	$633K	Sell	6,201 -300	-5%	-$29.3K	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%	-$24.3K	0.07%	213
2019 Q1	$548K	Sell	6,801 -200	-3%	-$15.3K	0.07%	207
2018 Q4	$484K	Sell	7,001 -2,349	-25%	-$176K	0.07%	220
2018 Q3	$811K	Hold	9,350	–	–	0.1%	182
2018 Q2	$699K	Sell	9,350 -1,100	-11%	-$85.1K	0.09%	197
2018 Q1	$835K	Sell	10,450 -50	-0.5%	-$4.1K	0.1%	173
2017 Q4	$830K	Buy	+10,500	New	+$816K	0.1%	175