Baldwin Wealth Partners’s Eaton ETN Stock Holding History

Baldwin Wealth Partners’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-454	Closed	-$150K	–	491
2024 Q3	$150K	Buy	454 +314	+224%	+$104K	0.01%	365
2024 Q2	$43.9K	Sell	140 -80	-36%	-$25.1K	﹤0.01%	368
2024 Q1	$68.8K	Hold	220	–	–	0.01%	320
2023 Q4	$53K	Hold	220	–	–	﹤0.01%	369
2023 Q3	$46.9K	Hold	220	–	–	﹤0.01%	404
2023 Q2	$44.2K	Hold	220	–	–	﹤0.01%	427
2023 Q1	$37.7K	Hold	220	–	–	﹤0.01%	454
2022 Q4	$34.5K	Hold	220	–	–	﹤0.01%	465
2022 Q3	$29K	Hold	220	–	–	﹤0.01%	403
2022 Q2	$28K	Hold	220	–	–	﹤0.01%	436
2022 Q1	$33K	Buy	220 +85	+63%	+$12.8K	﹤0.01%	428
2021 Q4	$23K	Hold	135	–	–	﹤0.01%	439
2021 Q3	$20K	Sell	135 -60	-31%	-$8.89K	﹤0.01%	453
2021 Q2	$29K	Buy	195 +60	+44%	+$8.92K	﹤0.01%	424
2021 Q1	$19K	Hold	135	–	–	﹤0.01%	463
2020 Q4	$16K	Hold	135	–	–	﹤0.01%	420
2020 Q3	$14K	Hold	135	–	–	﹤0.01%	412
2020 Q2	$12K	Sell	135 -30	-18%	-$2.67K	﹤0.01%	421
2020 Q1	$12K	Hold	165	–	–	﹤0.01%	413
2019 Q4	$16K	Buy	165 +30	+22%	+$2.91K	﹤0.01%	421
2019 Q3	$11K	Hold	135	–	–	﹤0.01%	445
2019 Q2	$11K	Hold	135	–	–	﹤0.01%	443
2019 Q1	$11K	Hold	135	–	–	﹤0.01%	446
2018 Q4	$9K	Hold	135	–	–	﹤0.01%	439
2018 Q3	$12K	Hold	135	–	–	﹤0.01%	447
2018 Q2	$10K	Hold	135	–	–	﹤0.01%	456
2018 Q1	$11K	Hold	135	–	–	﹤0.01%	426
2017 Q4	$11K	Hold	135	–	–	﹤0.01%	411
2017 Q3	$10K	Hold	135	–	–	﹤0.01%	409
2017 Q2	$11K	Hold	135	–	–	﹤0.01%	418
2017 Q1	$10K	Sell	135 -500	-79%	-$37K	﹤0.01%	423
2016 Q4	$43K	Hold	635	–	–	0.01%	303
2016 Q3	$42K	Sell	635 -365	-37%	-$24.1K	0.01%	314
2016 Q2	$60K	Hold	1,000	–	–	0.01%	255
2016 Q1	$63K	Buy	+1,000	New	+$63K	0.01%	281
2014 Q3	–	Sell	-2,700	Closed	-$208K	–	264
2014 Q2	$208K	Buy	+2,700	New	+$208K	0.03%	224