Capital Planning Advisors’s Eaton ETN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.65M	Buy	7,425 +1,409	+23%	+$503K	0.39%	53
2025 Q1	$1.64M	Buy	6,016 +2,385	+66%	+$648K	0.25%	61
2024 Q4	$1.21M	Buy	+3,631	New	+$1.21M	0.19%	74