Annis Gardner Whiting Capital Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
1,343
-520
| -28% | -$186K | 0.17% | 119 |
|
|
2025
Q1 | $506K | Buy |
1,863
+405
| +28% | +$110K | 0.21% | 97 |
|
|
2024
Q4 | $484K | Buy |
1,458
+295
| +25% | +$97.9K | 0.14% | 134 |
|
|
2024
Q3 | $385K | Sell |
1,163
-437
| -27% | -$145K | 0.11% | 156 |
|
|
2024
Q2 | $502K | Sell |
1,600
-164
| -9% | -$51.4K | 0.14% | 130 |
|
|
2024
Q1 | $552K | Buy |
1,764
+677
| +62% | +$212K | 0.2% | 95 |
|
|
2023
Q4 | $262K | Hold |
1,087
| – | – | 0.12% | 132 |
|
|
2023
Q3 | $232K | Buy |
+1,087
| New | +$232K | 0.12% | 127 |
|