Avitas Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.55M | Buy |
28,785
+200
| +0.7% | +$66.4K | 1.32% | 16 |
|
|
2024
Q3 | $9.47M | Buy |
28,585
+406
| +1% | +$135K | 1.33% | 16 |
|
|
2024
Q2 | $8.84M | Buy |
28,179
+135
| +0.5% | +$42.3K | 1.29% | 15 |
|
|
2024
Q1 | $8.77M | Buy |
28,044
+409
| +1% | +$128K | 1.33% | 13 |
|
|
2023
Q4 | $6.66M | Buy |
27,635
+988
| +4% | +$238K | 1.11% | 21 |
|
|
2023
Q3 | $5.68M | Sell |
26,647
-127
| -0.5% | -$27.1K | 1.08% | 21 |
|
|
2023
Q2 | $5.38M | Buy |
26,774
+258
| +1% | +$51.9K | 0.97% | 23 |
|
|
2023
Q1 | $4.54M | Buy |
26,516
+3,046
| +13% | +$522K | 0.89% | 30 |
|
|
2022
Q4 | $3.68M | Sell |
23,470
-190
| -0.8% | -$29.8K | 0.78% | 40 |
|
|
2022
Q3 | $3.16M | Sell |
23,660
-5,600
| -19% | -$747K | 0.72% | 40 |
|
|
2022
Q2 | $3.69M | Buy |
29,260
+107
| +0.4% | +$13.5K | 0.81% | 37 |
|
|
2022
Q1 | $4.42M | Buy |
29,153
+477
| +2% | +$72.4K | 0.8% | 27 |
|
|
2021
Q4 | $4.96M | Buy |
28,676
+623
| +2% | +$108K | 0.83% | 43 |
|
|
2021
Q3 | $4.19M | Buy |
28,053
+4,204
| +18% | +$628K | 0.76% | 46 |
|
|
2021
Q2 | $3.53M | Buy |
23,849
+554
| +2% | +$82.1K | 0.63% | 60 |
|
|
2021
Q1 | $3.22M | Buy |
23,295
+1,195
| +5% | +$165K | 0.63% | 58 |
|
|
2020
Q4 | $2.66M | Buy |
+22,100
| New | +$2.66M | 0.54% | 68 |
|