CWM
Cahaba Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
802
-124
| -13% | -$44.2K | 0.02% | 125 |
|
|
2025
Q1 | $252K | Buy |
926
+20
| +2% | +$5.44K | 0.02% | 127 |
|
|
2024
Q4 | $301K | Hold |
906
| – | – | 0.02% | 116 |
|
|
2024
Q3 | $300K | Sell |
906
-11
| -1% | -$3.65K | 0.02% | 123 |
|
|
2024
Q2 | $287K | Sell |
917
-58
| -6% | -$18.2K | 0.03% | 119 |
|
|
2024
Q1 | $305K | Hold |
975
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $235K | Sell |
975
-165
| -14% | -$39.8K | 0.02% | 129 |
|
|
2023
Q3 | $243K | Sell |
1,140
-92
| -7% | -$19.6K | 0.03% | 122 |
|
|
2023
Q2 | $248K | Sell |
1,232
-135
| -10% | -$27.1K | 0.03% | 127 |
|
|
2023
Q1 | $234K | Sell |
1,367
-74
| -5% | -$12.7K | 0.03% | 129 |
|
|
2022
Q4 | $226K | Buy |
+1,441
| New | +$226K | 0.03% | 132 |
|
|
2022
Q2 | – | Sell |
-1,663
| Closed | -$241K | – | 136 |
|
|
2022
Q1 | $241K | Sell |
1,663
-48
| -3% | -$6.96K | 0.03% | 129 |
|
|
2021
Q4 | $296K | Buy |
1,711
+6
| +0.4% | +$1.04K | 0.04% | 118 |
|
|
2021
Q3 | $254K | Buy |
+1,705
| New | +$254K | 0.04% | 117 |
|