Cascade Wealth 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 | $290K | Hold |
798
| – | – | 0.16% | 46 |
|
|
2025
Q1 | $221K | Hold |
798
| – | – | 0.15% | 40 |
|
|
2024
Q4 | $265K | Hold |
798
| – | – | 0.18% | 42 |
|
|
2024
Q3 | $264K | Hold |
798
| – | – | 0.19% | 45 |
|
|
2024
Q2 | $234K | Hold |
798
| – | – | 0.17% | 47 |
|
|
2024
Q1 | $254K | Buy |
+798
| New | +$254K | 0.22% | 45 |
|