Winslow Evans & Crocker’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $322K | Buy |
2,682
+78
| +3% | +$9.37K | 0.06% | 253 |
|
|
2020
Q3 | $266K | Hold |
2,604
| – | – | 0.07% | 240 |
|
|
2020
Q2 | $228K | Hold |
2,604
| – | – | 0.06% | 252 |
|
|
2020
Q1 | $204K | Sell |
2,604
-236
| -8% | -$18.5K | 0.07% | 241 |
|
|
2019
Q4 | $270K | Hold |
2,840
| – | – | 0.07% | 246 |
|
|
2019
Q3 | $236K | Hold |
2,840
| – | – | 0.07% | 266 |
|
|
2019
Q2 | $238K | Sell |
2,840
-40
| -1% | -$3.35K | 0.07% | 265 |
|
|
2019
Q1 | $232K | Buy |
2,880
+40
| +1% | +$3.22K | 0.07% | 271 |
|
|
2018
Q4 | $196K | Hold |
2,840
| – | – | 0.07% | 266 |
|
|
2018
Q3 | $248K | Sell |
2,840
-500
| -15% | -$43.7K | 0.08% | 242 |
|
|
2018
Q2 | $250K | Sell |
3,340
-42
| -1% | -$3.14K | 0.08% | 227 |
|
|
2018
Q1 | $270K | Hold |
3,382
| – | – | 0.09% | 217 |
|
|
2017
Q4 | $267K | Buy |
3,382
+38
| +1% | +$3K | 0.09% | 220 |
|
|
2017
Q3 | $257K | Sell |
3,344
-2,514
| -43% | -$193K | 0.09% | 224 |
|
|
2017
Q2 | $447K | Buy |
5,858
+4,794
| +451% | +$366K | 0.12% | 187 |
|
|
2017
Q1 | $78.8K | Sell |
1,064
-186
| -15% | -$13.8K | 0.02% | 450 |
|
|
2016
Q4 | $83.7K | Sell |
1,250
-2,398
| -66% | -$161K | 0.03% | 436 |
|
|
2016
Q3 | $240K | Hold |
3,648
| – | – | 0.07% | 274 |
|
|
2016
Q2 | $218K | Sell |
3,648
-134
| -4% | -$8K | 0.07% | 265 |
|
|
2016
Q1 | $237K | Sell |
3,782
-210
| -5% | -$13.1K | 0.07% | 244 |
|
|
2015
Q4 | $208K | Buy |
3,992
+1,894
| +90% | +$98.5K | 0.06% | 286 |
|
|
2015
Q3 | $108K | Sell |
2,098
-36
| -2% | -$1.85K | 0.03% | 375 |
|
|
2015
Q2 | $144K | Buy |
2,134
+352
| +20% | +$23.7K | 0.04% | 362 |
|
|
2015
Q1 | $121K | Hold |
1,782
| – | – | 0.03% | 390 |
|
|
2014
Q4 | $121K | Sell |
1,782
-366
| -17% | -$24.9K | 0.03% | 372 |
|
|
2014
Q3 | $136K | Buy |
2,148
+33
| +2% | +$2.09K | 0.04% | 373 |
|
|
2014
Q2 | $163K | Buy |
2,115
+252
| +14% | +$19.4K | 0.05% | 287 |
|
|
2014
Q1 | $140K | Buy |
1,863
+742
| +66% | +$55.7K | 0.05% | 306 |
|
|
2013
Q4 | $86K | Buy |
+1,121
| New | +$86K | 0.03% | 405 |
|