YorkBridge Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $271K | Sell |
1,727
-83
| -5% | -$13K | 0.07% | 211 |
|
|
2022
Q3 | $241K | Sell |
1,810
-21
| -1% | -$2.8K | 0.06% | 239 |
|
|
2022
Q2 | $231K | Buy |
1,831
+27
| +1% | +$3.41K | 0.06% | 246 |
|
|
2022
Q1 | $274K | Buy |
1,804
+108
| +6% | +$16.4K | 0.06% | 249 |
|
|
2021
Q4 | $293K | Hold |
1,696
| – | – | 0.07% | 235 |
|
|
2021
Q3 | $253K | Buy |
+1,696
| New | +$253K | 0.06% | 235 |
|
|
2019
Q3 | – | Sell |
-1,195
| Closed | -$100K | – | 325 |
|
|
2019
Q2 | $100K | Hold |
1,195
| – | – | 0.04% | 287 |
|
|
2019
Q1 | $96K | Sell |
1,195
-470
| -28% | -$37.8K | 0.04% | 280 |
|
|
2018
Q4 | $114K | Sell |
1,665
-200
| -11% | -$13.7K | 0.06% | 228 |
|
|
2018
Q3 | $163K | Hold |
1,865
| – | – | 0.07% | 198 |
|
|
2018
Q2 | $139K | Hold |
1,865
| – | – | 0.06% | 231 |
|
|
2018
Q1 | $144K | Hold |
1,865
| – | – | 0.07% | 219 |
|
|
2017
Q4 | $152K | Sell |
1,865
-1,006
| -35% | -$82K | 0.07% | 213 |
|
|
2017
Q3 | $220K | Hold |
2,871
| – | – | 0.11% | 161 |
|
|
2017
Q2 | $225K | Sell |
2,871
-300
| -9% | -$23.5K | 0.12% | 159 |
|
|
2017
Q1 | $245K | Buy |
3,171
+513
| +19% | +$39.6K | 0.13% | 148 |
|
|
2016
Q4 | $178K | Buy |
+2,658
| New | +$178K | 0.11% | 165 |
|