Beverly Hills Private Wealth’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
5,537
-230
-4% -$82.1K 0.37% 75
2025
Q1
$1.57M Sell
5,767
-382
-6% -$104K 0.31% 88
2024
Q4
$2.04M Sell
6,149
-157
-2% -$52.1K 0.41% 70
2024
Q3
$2.09M Sell
6,306
-1,181
-16% -$391K 0.42% 69
2024
Q2
$2.35M Sell
7,487
-1,397
-16% -$438K 0.51% 50
2024
Q1
$2.78M Sell
8,884
-2,033
-19% -$636K 0.64% 37
2023
Q4
$2.63M Sell
10,917
-843
-7% -$203K 0.69% 34
2023
Q3
$2.51M Sell
11,760
-12,943
-52% -$2.76M 0.75% 33
2023
Q2
$5.33M Buy
24,703
+12,334
+100% +$2.66M 0.88% 26
2023
Q1
$2.12M Buy
12,369
+1,710
+16% +$293K 0.66% 43
2022
Q4
$1.67M Buy
+10,659
New +$1.67M 0.73% 45