Axxcess Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,027
+2,074
| +106% | +$740K | 0.03% | 344 |
|
|
2025
Q1 | $531K | Sell |
1,953
-2,237
| -53% | -$608K | 0.01% | 534 |
|
|
2024
Q4 | $1.39M | Sell |
4,190
-109
| -3% | -$36.2K | 0.03% | 342 |
|
|
2024
Q3 | $1.42M | Sell |
4,299
-1,446
| -25% | -$479K | 0.04% | 322 |
|
|
2024
Q2 | $1.8M | Sell |
5,745
-608
| -10% | -$191K | 0.05% | 273 |
|
|
2024
Q1 | $1.99M | Buy |
6,353
+3,097
| +95% | +$968K | 0.05% | 251 |
|
|
2023
Q4 | $784K | Buy |
3,256
+309
| +10% | +$74.4K | 0.02% | 405 |
|
|
2023
Q3 | $629K | Buy |
2,947
+523
| +22% | +$112K | 0.02% | 415 |
|
|
2023
Q2 | $487K | Buy |
2,424
+1,151
| +90% | +$231K | 0.04% | 352 |
|
|
2023
Q1 | $218K | Buy |
+1,273
| New | +$218K | 0.02% | 564 |
|
|
2022
Q2 | – | Sell |
-1,394
| Closed | -$212K | – | 572 |
|
|
2022
Q1 | $212K | Sell |
1,394
-4,093
| -75% | -$622K | 0.02% | 567 |
|
|
2021
Q4 | $948K | Buy |
+5,487
| New | +$948K | 0.07% | 217 |
|