Circle 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 | $369K | Sell |
1,034
-13
| -1% | -$4.64K | 0.01% | 181 |
|
|
2025
Q1 | $285K | Buy |
1,047
+13
| +1% | +$3.53K | 0.01% | 195 |
|
|
2024
Q4 | $343K | Buy |
1,034
+7
| +0.7% | +$2.32K | 0.01% | 195 |
|
|
2024
Q3 | $340K | Hold |
1,027
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $322K | Sell |
1,027
-209
| -17% | -$65.5K | 0.01% | 189 |
|
|
2024
Q1 | $386K | Buy |
1,236
+86
| +7% | +$26.9K | 0.01% | 158 |
|
|
2023
Q4 | $277K | Sell |
1,150
-36
| -3% | -$8.67K | 0.01% | 171 |
|
|
2023
Q3 | $253K | Buy |
+1,186
| New | +$253K | 0.01% | 179 |
|