Clay Northam 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
Q1 | – | Sell |
-1,050
| Closed | -$348K | – | 93 |
|
|
2024
Q4 | $348K | Buy |
1,050
+7
| +0.7% | +$2.32K | 0.23% | 58 |
|
|
2024
Q3 | $346K | Buy |
1,043
+15
| +1% | +$4.97K | 0.24% | 56 |
|
|
2024
Q2 | $322K | Hold |
1,028
| – | – | 0.24% | 55 |
|
|
2024
Q1 | $321K | Hold |
1,028
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $248K | Hold |
1,028
| – | – | 0.22% | 69 |
|
|
2023
Q3 | $219K | Hold |
1,028
| – | – | 0.22% | 67 |
|
|
2023
Q2 | $207K | Buy |
+1,028
| New | +$207K | 0.2% | 73 |
|
|
2022
Q1 | – | Sell |
-1,163
| Closed | -$201K | – | 86 |
|
|
2021
Q4 | $201K | Buy |
+1,163
| New | +$201K | 0.19% | 87 |
|