9258 Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.19M | Sell |
3,583
-2
| -0.1% | -$663 | 0.18% | 109 |
|
|
2024
Q2 | $1.12M | Sell |
3,585
-420
| -10% | -$132K | 0.17% | 110 |
|
|
2024
Q1 | $1.25M | Sell |
4,005
-150
| -4% | -$46.9K | 0.2% | 101 |
|
|
2023
Q4 | $1M | Buy |
4,155
+29
| +0.7% | +$6.98K | 0.18% | 113 |
|
|
2023
Q3 | $880K | Sell |
4,126
-367
| -8% | -$78.3K | 0.17% | 116 |
|
|
2023
Q2 | $904K | Buy |
4,493
+207
| +5% | +$41.6K | 0.17% | 116 |
|
|
2023
Q1 | $734K | Buy |
4,286
+34
| +0.8% | +$5.83K | 0.15% | 129 |
|
|
2022
Q4 | $667K | Buy |
4,252
+804
| +23% | +$126K | 0.14% | 133 |
|
|
2022
Q3 | $460K | Sell |
3,448
-158
| -4% | -$21.1K | 0.12% | 173 |
|
|
2022
Q2 | $454K | Buy |
3,606
+380
| +12% | +$47.8K | 0.12% | 184 |
|
|
2022
Q1 | $490K | Buy |
3,226
+46
| +1% | +$6.99K | 0.11% | 191 |
|
|
2021
Q4 | $550K | Buy |
3,180
+106
| +3% | +$18.3K | 0.13% | 179 |
|
|
2021
Q3 | $459K | Buy |
3,074
+178
| +6% | +$26.6K | 0.12% | 184 |
|
|
2021
Q2 | $429K | Buy |
2,896
+502
| +21% | +$74.4K | 0.12% | 196 |
|
|
2021
Q1 | $331K | Sell |
2,394
-213
| -8% | -$29.5K | 0.1% | 222 |
|
|
2020
Q4 | $313K | Buy |
2,607
+314
| +14% | +$37.7K | 0.1% | 221 |
|
|
2020
Q3 | $238K | Buy |
+2,293
| New | +$238K | 0.09% | 239 |
|