CFFP
Center for Financial Planning’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,115
+100
| +2% | +$35.7K | 0.17% | 50 |
|
|
2025
Q1 | $1.09M | Sell |
4,015
-308
| -7% | -$83.7K | 0.14% | 55 |
|
|
2024
Q4 | $1.43M | Buy |
4,323
+10
| +0.2% | +$3.32K | 0.19% | 48 |
|
|
2024
Q3 | $1.43M | Sell |
4,313
-211
| -5% | -$69.9K | 0.19% | 46 |
|
|
2024
Q2 | $1.42M | Buy |
4,524
+53
| +1% | +$16.6K | 0.21% | 45 |
|
|
2024
Q1 | $1.4M | Buy |
4,471
+74
| +2% | +$23.1K | 0.21% | 44 |
|
|
2023
Q4 | $1.06M | Buy |
4,397
+23
| +0.5% | +$5.54K | 0.19% | 50 |
|
|
2023
Q3 | $933K | Buy |
4,374
+78
| +2% | +$16.6K | 0.2% | 48 |
|
|
2023
Q2 | $864K | Buy |
4,296
+103
| +2% | +$20.7K | 0.18% | 57 |
|
|
2023
Q1 | $719K | Buy |
4,193
+35
| +0.8% | +$6K | 0.17% | 58 |
|
|
2022
Q4 | $653K | Buy |
4,158
+330
| +9% | +$51.8K | 0.16% | 62 |
|
|
2022
Q3 | $511K | Hold |
3,828
| – | – | 0.14% | 73 |
|
|
2022
Q2 | $482K | Buy |
3,828
+133
| +4% | +$16.7K | 0.12% | 77 |
|
|
2022
Q1 | $561K | Buy |
3,695
+111
| +3% | +$16.9K | 0.12% | 76 |
|
|
2021
Q4 | $619K | Buy |
3,584
+167
| +5% | +$28.8K | 0.13% | 74 |
|
|
2021
Q3 | $510K | Sell |
3,417
-60
| -2% | -$8.96K | 0.12% | 76 |
|
|
2021
Q2 | $515K | Hold |
3,477
| – | – | 0.13% | 79 |
|
|
2021
Q1 | $481K | Buy |
3,477
+426
| +14% | +$58.9K | 0.13% | 77 |
|
|
2020
Q4 | $367K | Buy |
3,051
+205
| +7% | +$24.7K | 0.1% | 83 |
|
|
2020
Q3 | $290K | Buy |
2,846
+368
| +15% | +$37.5K | 0.09% | 90 |
|
|
2020
Q2 | $217K | Hold |
2,478
| – | – | 0.08% | 104 |
|
|
2020
Q1 | $193K | Sell |
2,478
-150
| -6% | -$11.7K | 0.07% | 107 |
|
|
2019
Q4 | $249K | Buy |
+2,628
| New | +$249K | 0.06% | 100 |
|