Beacon Financial Advisory’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
1,934
+730
| +61% | +$261K | 0.18% | 151 |
|
|
2025
Q1 | $327K | Buy |
1,204
+7
| +0.6% | +$1.9K | 0.1% | 231 |
|
|
2024
Q4 | $397K | Sell |
1,197
-1
| -0.1% | -$332 | 0.13% | 188 |
|
|
2024
Q3 | $397K | Sell |
1,198
-76
| -6% | -$25.2K | 0.14% | 183 |
|
|
2024
Q2 | $399K | Buy |
1,274
+171
| +16% | +$53.6K | 0.15% | 177 |
|
|
2024
Q1 | $345K | Sell |
1,103
-53
| -5% | -$16.6K | 0.17% | 163 |
|
|
2023
Q4 | $278K | Sell |
1,156
-66
| -5% | -$15.9K | 0.13% | 196 |
|
|
2023
Q3 | $261K | Buy |
1,222
+4
| +0.3% | +$853 | 0.14% | 187 |
|
|
2023
Q2 | $245K | Buy |
1,218
+1
| +0.1% | +$201 | 0.14% | 186 |
|
|
2023
Q1 | $209K | Buy |
+1,217
| New | +$209K | 0.13% | 194 |
|
|
2022
Q1 | – | Sell |
-1,265
| Closed | -$219K | – | 243 |
|
|
2021
Q4 | $219K | Buy |
+1,265
| New | +$219K | 0.1% | 224 |
|
|
2021
Q1 | – | Sell |
-5,047
| Closed | -$606K | – | 225 |
|
|
2020
Q4 | $606K | Buy |
5,047
+743
| +17% | +$89.2K | 0.39% | 81 |
|
|
2020
Q3 | $439K | Buy |
4,304
+300
| +7% | +$30.6K | 0.38% | 86 |
|
|
2020
Q2 | $350K | Hold |
4,004
| – | – | 0.38% | 90 |
|
|
2020
Q1 | $311K | Sell |
4,004
-8,400
| -68% | -$652K | 0.4% | 85 |
|
|
2019
Q4 | $1.17M | Buy |
+12,404
| New | +$1.17M | 1.01% | 31 |
|