Cascade Investment 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 | $698K | Sell |
1,955
-100
| -5% | -$35.7K | 0.45% | 89 |
|
|
2025
Q1 | $559K | Hold |
2,055
| – | – | 0.38% | 90 |
|
|
2024
Q4 | $682K | Sell |
2,055
-25
| -1% | -$8.3K | 0.44% | 88 |
|
|
2024
Q3 | $689K | Hold |
2,080
| – | – | 0.44% | 85 |
|
|
2024
Q2 | $652K | Hold |
2,080
| – | – | 0.44% | 89 |
|
|
2024
Q1 | $650K | Sell |
2,080
-7,181
| -78% | -$2.25M | 0.42% | 92 |
|
|
2023
Q4 | $2.23M | Sell |
9,261
-42
| -0.5% | -$10.1K | 1.59% | 9 |
|
|
2023
Q3 | $1.98M | Sell |
9,303
-10
| -0.1% | -$2.13K | 1.57% | 9 |
|
|
2023
Q2 | $1.87M | Buy |
9,313
+25
| +0.3% | +$5.03K | 1.4% | 12 |
|
|
2023
Q1 | $1.59M | Sell |
9,288
-50
| -0.5% | -$8.57K | 1.26% | 17 |
|
|
2022
Q4 | $1.47M | Hold |
9,338
| – | – | 1.22% | 24 |
|
|
2022
Q3 | $1.4M | Hold |
9,338
| – | – | 1.2% | 28 |
|
|
2022
Q2 | $1.18M | Hold |
9,338
| – | – | 0.92% | 51 |
|
|
2022
Q1 | $1.42M | Sell |
9,338
-60
| -0.6% | -$9.11K | 0.86% | 54 |
|
|
2021
Q4 | $1.62M | Sell |
9,398
-92
| -1% | -$15.9K | 0.95% | 39 |
|
|
2021
Q3 | $1.42M | Sell |
9,490
-85
| -0.9% | -$12.7K | 0.92% | 42 |
|
|
2021
Q2 | $1.42M | Sell |
9,575
-865
| -8% | -$128K | 0.89% | 51 |
|
|
2021
Q1 | $1.44M | Sell |
10,440
-75
| -0.7% | -$10.4K | 0.94% | 42 |
|
|
2020
Q4 | $1.26M | Sell |
10,515
-3,345
| -24% | -$402K | 0.93% | 44 |
|
|
2020
Q3 | $1.41M | Sell |
13,860
-55
| -0.4% | -$5.61K | 1.2% | 21 |
|
|
2020
Q2 | $1.22M | Sell |
13,915
-225
| -2% | -$19.7K | 1.15% | 24 |
|
|
2020
Q1 | $1.1M | Sell |
14,140
-200
| -1% | -$15.5K | 1.21% | 25 |
|
|
2019
Q4 | $1.36M | Sell |
14,340
-350
| -2% | -$33.2K | 1.04% | 35 |
|
|
2019
Q3 | $1.22M | Buy |
14,690
+500
| +4% | +$41.6K | 0.94% | 43 |
|
|
2019
Q2 | $1.18M | Buy |
14,190
+150
| +1% | +$12.5K | 1% | 42 |
|
|
2019
Q1 | $1.13M | Buy |
14,040
+150
| +1% | +$12.1K | 1.01% | 40 |
|
|
2018
Q4 | $954K | Sell |
13,890
-50
| -0.4% | -$3.43K | 0.96% | 43 |
|
|
2018
Q3 | $1.21M | Buy |
13,940
+795
| +6% | +$69K | 1.02% | 40 |
|
|
2018
Q2 | $982K | Sell |
13,145
-150
| -1% | -$11.2K | 0.88% | 58 |
|
|
2018
Q1 | $1.06M | Buy |
+13,295
| New | +$1.06M | 0.84% | 54 |
|