BSW Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+664
| New | +$237K | 0.03% | 284 |
|
|
2023
Q2 | – | Sell |
-2,834
| Closed | -$486K | – | 291 |
|
|
2023
Q1 | $486K | Sell |
2,834
-11
| -0.4% | -$1.89K | 0.1% | 138 |
|
|
2022
Q4 | $447K | Buy |
2,845
+297
| +12% | +$46.7K | 0.1% | 149 |
|
|
2022
Q3 | $340K | Buy |
2,548
+95
| +4% | +$12.7K | 0.08% | 155 |
|
|
2022
Q2 | $309K | Buy |
2,453
+346
| +16% | +$43.6K | 0.07% | 184 |
|
|
2022
Q1 | $320K | Buy |
2,107
+247
| +13% | +$37.5K | 0.08% | 194 |
|
|
2021
Q4 | $321K | Buy |
1,860
+168
| +10% | +$29K | 0.08% | 184 |
|
|
2021
Q3 | $253K | Buy |
1,692
+102
| +6% | +$15.3K | 0.07% | 210 |
|
|
2021
Q2 | $236K | Buy |
+1,590
| New | +$236K | 0.06% | 208 |
|
|
2021
Q1 | – | Sell |
-1,900
| Closed | -$228K | – | 220 |
|
|
2020
Q4 | $228K | Buy |
+1,900
| New | +$228K | 0.07% | 156 |
|
|
2018
Q4 | – | Sell |
-2,745
| Closed | -$238K | – | 112 |
|
|
2018
Q3 | $238K | Buy |
+2,745
| New | +$238K | 0.09% | 115 |
|