Caldwell Trust’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
1,375
-39
|
|
||||
|
2025
Q1 | $384K | Hold |
1,414
|
|
||||
|
2024
Q4 | $469K | Sell |
1,414
-76
|
|
||||
|
2024
Q3 | $494K | Buy |
1,490
+78
|
|
||||
|
2024
Q2 | $443K | Sell |
1,412
-25
|
|
||||
|
2024
Q1 | $449K | Buy |
1,437
+3
|
|
||||
|
2023
Q4 | $345K | Hold |
1,434
|
|
||||
|
2023
Q3 | $306K | Sell |
1,434
-169
|
|
||||
|
2023
Q2 | $322K | Buy |
1,603
+113
|
|
||||
|
2023
Q1 | $255K | Hold |
1,490
|
|
||||
|
2022
Q4 | $234K | Sell |
1,490
-38
|
|
||||
|
2022
Q3 | $204K | Buy |
1,528
+149
|
|
||||
|
2022
Q2 | $174K | Sell |
1,379
-10
|
|
||||
|
2022
Q1 | $211K | Buy |
1,389
+222
|
|
||||
|
2021
Q4 | $202K | Buy |
1,167
+10
|
|
||||
|
2021
Q3 | $173K | Hold |
1,157
|
|
||||
|
2021
Q2 | $171K | Buy |
1,157
+18
|
|
||||
|
2021
Q1 | $158K | Buy |
1,139
+80
|
|
||||
|
2020
Q4 | $127K | Sell |
1,059
-15
|
|
||||
|
2020
Q3 | $110K | Hold |
1,074
|
|
||||
|
2020
Q2 | $94K | Hold |
1,074
|
|
||||
|
2020
Q1 | $83.4K | Hold |
1,074
|
|
||||
|
2019
Q4 | $102K | Buy |
+1,074
|
|