Avantax Planning Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $763K | Buy |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $672K | Sell |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | $740K | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $658K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $99K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $93K | Buy |
|