AE Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Sell |
18,576
-25,930
| -58% | -$9.26M | 0.05% | 315 |
|
|
2025
Q1 | $12.1M | Buy |
44,506
+4,212
| +10% | +$1.15M | 0.1% | 215 |
|
|
2024
Q4 | $13.4M | Buy |
40,294
+4,706
| +13% | +$1.56M | 0.11% | 195 |
|
|
2024
Q3 | $11.8M | Buy |
35,588
+6,913
| +24% | +$2.29M | 0.11% | 210 |
|
|
2024
Q2 | $8.99M | Buy |
28,675
+4,479
| +19% | +$1.4M | 0.09% | 238 |
|
|
2024
Q1 | $7.57M | Sell |
24,196
-7,842
| -24% | -$2.45M | 0.09% | 247 |
|
|
2023
Q4 | $7.88M | Buy |
32,038
+3,527
| +12% | +$867K | 0.04% | 458 |
|
|
2023
Q3 | $6.08M | Buy |
28,511
+5,117
| +22% | +$1.09M | 0.04% | 493 |
|
|
2023
Q2 | $4.7M | Buy |
23,394
+4,056
| +21% | +$816K | 0.03% | 554 |
|
|
2023
Q1 | $3.31M | Sell |
19,338
-407
| -2% | -$69.7K | 0.02% | 628 |
|
|
2022
Q4 | $3.1M | Sell |
19,745
-4,020
| -17% | -$631K | 0.02% | 608 |
|
|
2022
Q3 | $3.17M | Sell |
23,765
-82,987
| -78% | -$11.1M | 0.03% | 550 |
|
|
2022
Q2 | $13.5M | Buy |
106,752
+38,243
| +56% | +$4.82M | 0.11% | 209 |
|
|
2022
Q1 | $10.4M | Buy |
68,509
+15,246
| +29% | +$2.31M | 0.07% | 274 |
|
|
2021
Q4 | $9.21M | Buy |
53,263
+24,930
| +88% | +$4.31M | 0.06% | 283 |
|
|
2021
Q3 | $4.23M | Sell |
28,333
-2,012
| -7% | -$300K | 0.03% | 421 |
|
|
2021
Q2 | $4.5M | Buy |
30,345
+12,786
| +73% | +$1.89M | 0.04% | 402 |
|
|
2021
Q1 | $2.43M | Sell |
17,559
-6,664
| -28% | -$921K | 0.02% | 519 |
|
|
2020
Q4 | $2.91M | Sell |
24,223
-13,860
| -36% | -$1.67M | 0.03% | 384 |
|
|
2020
Q3 | $3.89M | Buy |
38,083
+10,568
| +38% | +$1.08M | 0.06% | 275 |
|
|
2020
Q2 | $2.41M | Buy |
27,515
+5,647
| +26% | +$494K | 0.04% | 355 |
|
|
2020
Q1 | $1.7M | Buy |
21,868
+7,093
| +48% | +$551K | 0.04% | 339 |
|
|
2019
Q4 | $1.4M | Buy |
14,775
+5,382
| +57% | +$510K | 0.03% | 450 |
|
|
2019
Q3 | $781K | Buy |
9,393
+1,176
| +14% | +$97.8K | 0.02% | 502 |
|
|
2019
Q2 | $684K | Buy |
8,217
+2,660
| +48% | +$221K | 0.02% | 506 |
|
|
2019
Q1 | $448K | Buy |
+5,557
| New | +$448K | 0.03% | 364 |
|
|
2018
Q4 | – | Sell |
-2,885
| Closed | -$250K | – | 510 |
|
|
2018
Q3 | $250K | Buy |
2,885
+102
| +4% | +$8.84K | 0.01% | 497 |
|
|
2018
Q2 | $208K | Sell |
2,783
-12,358
| -82% | -$924K | 0.01% | 412 |
|
|
2018
Q1 | $1.21M | Buy |
15,141
+320
| +2% | +$25.6K | 0.09% | 138 |
|
|
2017
Q4 | $1.17M | Sell |
14,821
-6,249
| -30% | -$494K | 0.1% | 135 |
|
|
2017
Q3 | $1.62M | Sell |
21,070
-255
| -1% | -$19.6K | 0.15% | 98 |
|
|
2017
Q2 | $1.66M | Buy |
21,325
+7,070
| +50% | +$550K | 0.2% | 89 |
|
|
2017
Q1 | $1.06M | Buy |
14,255
+2,029
| +17% | +$150K | 0.2% | 99 |
|
|
2016
Q4 | $820K | Buy |
+12,226
| New | +$820K | 0.33% | 77 |
|