Beacon Financial Advisory’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 | $988K | Buy |
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|
2025
Q2 | $691K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $606K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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