Cassady Schiller Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43.8K | Buy |
132
+9
| +7% | +$2.99K | 0.02% | 213 |
|
|
2024
Q3 | $40.8K | Hold |
123
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $38.6K | Sell |
123
-175
| -59% | -$54.9K | 0.02% | 221 |
|
|
2024
Q1 | $93.2K | Buy |
298
+15
| +5% | +$4.69K | 0.04% | 158 |
|
|
2023
Q4 | $68.2K | Hold |
283
| – | – | 0.03% | 179 |
|
|
2023
Q3 | $60.4K | Hold |
283
| – | – | 0.03% | 178 |
|
|
2023
Q2 | $56.9K | Hold |
283
| – | – | 0.03% | 182 |
|
|
2023
Q1 | $48.5K | Hold |
283
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $44.4K | Buy |
+283
| New | +$44.4K | 0.03% | 204 |
|
|
2022
Q1 | – | Sell |
-260
| Closed | -$45K | – | 268 |
|
|
2021
Q4 | $45K | Buy |
+260
| New | +$45K | 0.03% | 209 |
|