Cassaday & Co 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 | $2.21M | Buy |
6,184
+301
| +5% | +$107K | 0.06% | 74 |
|
|
2025
Q1 | $1.6M | Buy |
5,883
+15
| +0.3% | +$4.08K | 0.05% | 85 |
|
|
2024
Q4 | $1.95M | Hold |
5,868
| – | – | 0.05% | 74 |
|
|
2024
Q3 | $1.94M | Sell |
5,868
-7
| -0.1% | -$2.32K | 0.06% | 72 |
|
|
2024
Q2 | $1.84M | Buy |
5,875
+31
| +0.5% | +$9.72K | 0.06% | 70 |
|
|
2024
Q1 | $1.83M | Buy |
5,844
+249
| +4% | +$77.9K | 0.06% | 69 |
|
|
2023
Q4 | $1.35M | Buy |
5,595
+82
| +1% | +$19.7K | 0.05% | 84 |
|
|
2023
Q3 | $1.18M | Buy |
5,513
+25
| +0.5% | +$5.33K | 0.05% | 77 |
|
|
2023
Q2 | $1.1M | Sell |
5,488
-103
| -2% | -$20.7K | 0.04% | 83 |
|
|
2023
Q1 | $958K | Buy |
5,591
+80
| +1% | +$13.7K | 0.04% | 96 |
|
|
2022
Q4 | $865K | Buy |
+5,511
| New | +$865K | 0.04% | 102 |
|