WOSD
WFA of San Diego’s Eaton ETN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.7K | Buy |
+100
| New | +$35.7K | 0.03% | 233 |
|
2024
Q3 | $49.7K | Hold |
150
| – | – | 0.04% | 185 |
|
2024
Q2 | $47K | Buy |
+150
| New | +$47K | 0.04% | 182 |
|
2023
Q3 | $42.7K | Hold |
200
| – | – | 0.04% | 184 |
|
2023
Q2 | $40.2K | Buy |
+200
| New | +$40.2K | 0.04% | 187 |
|
2023
Q1 | – | Sell |
-200
| Closed | -$31.4K | – | 171 |
|
2022
Q4 | $31.4K | Buy |
+200
| New | +$31.4K | 0.02% | 245 |
|
2022
Q3 | – | Sell |
-200
| Closed | -$25K | – | 174 |
|
2022
Q2 | $25K | Buy |
+200
| New | +$25K | 0.02% | 207 |
|