Beacon Investment Advisory Services’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6M Buy
54,795
+2,097
+4% +$749K 0.86% 39
2025
Q1
$14.3M Buy
52,698
+5,872
+13% +$1.6M 0.67% 50
2024
Q4
$15.5M Buy
46,826
+498
+1% +$165K 0.67% 51
2024
Q3
$15.4M Buy
46,328
+575
+1% +$191K 0.64% 50
2024
Q2
$14.3M Sell
45,753
-7,720
-14% -$2.42M 0.62% 54
2024
Q1
$16.7M Sell
53,473
-8,308
-13% -$2.6M 0.72% 45
2023
Q4
$14.9M Sell
61,781
-89
-0.1% -$21.4K 0.68% 48
2023
Q3
$13.2M Buy
61,870
+1,082
+2% +$231K 0.65% 48
2023
Q2
$12.2M Buy
60,788
+4,538
+8% +$913K 0.56% 51
2023
Q1
$9.64M Buy
56,250
+5,614
+11% +$962K 0.47% 58
2022
Q4
$7.95M Sell
50,636
-575
-1% -$90.2K 0.41% 61
2022
Q3
$6.83M Buy
51,211
+243
+0.5% +$32.4K 0.38% 67
2022
Q2
$6.42M Buy
50,968
+1,709
+3% +$215K 0.33% 72
2022
Q1
$7.48M Buy
49,259
+1,918
+4% +$291K 0.32% 73
2021
Q4
$8.18M Buy
47,341
+43
+0.1% +$7.43K 0.32% 75
2021
Q3
$7.06M Buy
47,298
+1,448
+3% +$216K 0.29% 79
2021
Q2
$6.79M Buy
45,850
+1,448
+3% +$215K 0.28% 79
2021
Q1
$6.14M Buy
44,402
+727
+2% +$101K 0.27% 79
2020
Q4
$5.25M Sell
43,675
-473
-1% -$56.8K 0.24% 83
2020
Q3
$4.5M Sell
44,148
-1,420
-3% -$145K 0.23% 83
2020
Q2
$3.99M Buy
45,568
+319
+0.7% +$27.9K 0.23% 82
2020
Q1
$3.52M Buy
45,249
+994
+2% +$77.2K 0.25% 83
2019
Q4
$4.19M Buy
44,255
+2,252
+5% +$213K 0.22% 92
2019
Q3
$3.49M Buy
42,003
+2,069
+5% +$172K 0.35% 74
2019
Q2
$3.33M Buy
39,934
+2,807
+8% +$234K 0.35% 75
2019
Q1
$2.99M Buy
37,127
+33,182
+841% +$2.67M 0.32% 75
2018
Q4
$271K Sell
3,945
-679
-15% -$46.6K 0.03% 218
2018
Q3
$401K Buy
4,624
+245
+6% +$21.2K 0.04% 178
2018
Q2
$327K Buy
+4,379
New +$327K 0.03% 206