Avantax Planning 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 | $727K | Sell |
2,036
-1
| -0% | -$357 | 0.02% | 217 |
|
|
2025
Q1 | $554K | Sell |
2,037
-47
| -2% | -$12.8K | 0.02% | 241 |
|
|
2024
Q4 | $692K | Buy |
2,084
+6
| +0.3% | +$1.99K | 0.02% | 210 |
|
|
2024
Q3 | $689K | Sell |
2,078
-64
| -3% | -$21.2K | 0.02% | 210 |
|
|
2024
Q2 | $672K | Sell |
2,142
-15
| -0.7% | -$4.7K | 0.02% | 242 |
|
|
2024
Q1 | $675K | Buy |
2,157
+866
| +67% | +$271K | 0.02% | 256 |
|
|
2023
Q4 | $311K | Buy |
1,291
+13
| +1% | +$3.13K | 0.01% | 294 |
|
|
2023
Q3 | $273K | Sell |
1,278
-3,079
| -71% | -$657K | 0.01% | 298 |
|
|
2023
Q2 | $876K | Buy |
4,357
+37
| +0.9% | +$7.44K | 0.03% | 173 |
|
|
2023
Q1 | $740K | Buy |
4,320
+531
| +14% | +$91K | 0.03% | 197 |
|
|
2022
Q4 | $595K | Buy |
3,789
+174
| +5% | +$27.3K | 0.02% | 221 |
|
|
2022
Q3 | $482K | Sell |
3,615
-4
| -0.1% | -$533 | 0.02% | 225 |
|
|
2022
Q2 | $456K | Sell |
3,619
-211
| -6% | -$26.6K | 0.02% | 224 |
|
|
2022
Q1 | $581K | Buy |
3,830
+107
| +3% | +$16.2K | 0.02% | 210 |
|
|
2021
Q4 | $643K | Sell |
3,723
-687
| -16% | -$119K | 0.03% | 195 |
|
|
2021
Q3 | $658K | Buy |
4,410
+766
| +21% | +$114K | 0.03% | 177 |
|
|
2021
Q2 | $540K | Buy |
+3,644
| New | +$540K | 0.03% | 187 |
|
|
2018
Q4 | – | Sell |
-1,143
| Closed | -$99K | – | 552 |
|
|
2018
Q3 | $99K | Buy |
+1,143
| New | +$99K | 0.01% | 350 |
|
|
2018
Q2 | – | Sell |
-1,165
| Closed | -$93K | – | 593 |
|
|
2018
Q1 | $93K | Buy |
+1,165
| New | +$93K | 0.01% | 417 |
|