Abacus Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Buy |
3,430
+14
| +0.4% | +$5K | 0.19% | 26 |
|
2025
Q1 | $929K | Buy |
3,416
+45
| +1% | +$12.2K | 0.14% | 29 |
|
2024
Q4 | $1.12M | Sell |
3,371
-89
| -3% | -$29.5K | 0.17% | 27 |
|
2024
Q3 | $1.15M | Buy |
3,460
+36
| +1% | +$11.9K | 0.17% | 27 |
|
2024
Q2 | $1.07M | Buy |
3,424
+6
| +0.2% | +$1.88K | 0.18% | 29 |
|
2024
Q1 | $1.07M | Hold |
3,418
| – | – | 0.18% | 30 |
|
2023
Q4 | $823K | Sell |
3,418
-138
| -4% | -$33.2K | 0.14% | 29 |
|
2023
Q3 | $758K | Buy |
+3,556
| New | +$758K | 0.23% | 30 |
|
2023
Q1 | – | Sell |
-3,553
| Closed | -$558K | – | 92 |
|
2022
Q4 | $558K | Sell |
3,553
-125
| -3% | -$19.6K | 0.2% | 35 |
|
2022
Q3 | $490K | Buy |
3,678
+234
| +7% | +$31.2K | 0.26% | 35 |
|
2022
Q2 | $434K | Sell |
3,444
-13
| -0.4% | -$1.64K | 0.23% | 39 |
|
2022
Q1 | $525K | Sell |
3,457
-186
| -5% | -$28.2K | 0.23% | 39 |
|
2021
Q4 | $630K | Buy |
3,643
+112
| +3% | +$19.4K | 0.22% | 42 |
|
2021
Q3 | $527K | Sell |
3,531
-8
| -0.2% | -$1.19K | 0.19% | 43 |
|
2021
Q2 | $524K | Sell |
3,539
-30
| -0.8% | -$4.45K | 0.21% | 38 |
|
2021
Q1 | $494K | Sell |
3,569
-72
| -2% | -$9.96K | 0.35% | 39 |
|
2020
Q4 | $437K | Buy |
+3,641
| New | +$437K | 0.38% | 41 |
|