Centric 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
$201K Sell
555
-201
-27% -$72.9K 0.05% 183
2025
Q1
$206K Hold
756
0.05% 165
2024
Q4
$251K Sell
756
-14
-2% -$4.65K 0.07% 151
2024
Q3
$277K Hold
770
0.07% 150
2024
Q2
$229K Buy
770
+4
+0.5% +$1.19K 0.07% 150
2024
Q1
$244K Sell
766
-33
-4% -$10.5K 0.08% 139
2023
Q4
$215K Buy
+799
New +$215K 0.07% 150