Catalyst Wealth Management’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$748K Buy
4,364
+776
+22% +$129K 0.7% 60
2022
Q4
$563K Buy
+3,588
New +$550K 0.53% 68

Other funds holding ETN

Catalyst Wealth Management's ETN Position: Q1 2023 in Review

Catalyst Wealth Management increased its Eaton (ETN) stake by 22% in Q1 2023, buying an estimated $129K and bringing the position to 4,364 shares worth $748K. The position accounts for 0.7% of the portfolio, ranked #60.

Catalyst Wealth Management first reported a position in ETN in Q4 2022 and has held it in 2 quarters since. 1,526 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

  • Catalyst Wealth Management held 4,364 shares of Eaton worth $748K as of Q1 2023.
  • Catalyst Wealth Management bought 776 Eaton shares in Q1 2023, an estimated $129K.
  • Eaton made up 0.7% of Catalyst Wealth Management's portfolio in Q1 2023, its #60 holding.
  • Catalyst Wealth Management first reported a position in Eaton in Q4 2022 and has held it in 2 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.