Capital Advisors Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
1,271
+10
| +0.8% | +$3.57K | 0.07% | 119 |
|
|
2025
Q1 | $343K | Buy |
1,261
+1
| +0.1% | +$272 | 0.06% | 130 |
|
|
2024
Q4 | $418K | Buy |
1,260
+12
| +1% | +$3.98K | 0.07% | 108 |
|
|
2024
Q3 | $414K | Hold |
1,248
| – | – | 0.08% | 106 |
|
|
2024
Q2 | $391K | Hold |
1,248
| – | – | 0.08% | 98 |
|
|
2024
Q1 | $390K | Hold |
1,248
| – | – | 0.08% | 99 |
|
|
2023
Q4 | $301K | Hold |
1,248
| – | – | 0.07% | 104 |
|
|
2023
Q3 | $266K | Hold |
1,248
| – | – | 0.07% | 108 |
|
|
2023
Q2 | $251K | Hold |
1,248
| – | – | 0.06% | 113 |
|
|
2023
Q1 | $214K | Buy |
+1,248
| New | +$214K | 0.06% | 125 |
|
|
2022
Q1 | – | Sell |
-1,248
| Closed | -$216K | – | 128 |
|
|
2021
Q4 | $216K | Buy |
+1,248
| New | +$216K | 0.07% | 116 |
|