CM Wealth Advisors’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 |
-618
| Closed | -$205K | – | 87 |
|
|
2024
Q4 | $205K | Sell |
618
-421
| -41% | -$140K | 0.07% | 83 |
|
|
2024
Q3 | $344K | Hold |
1,039
| – | – | 0.11% | 65 |
|
|
2024
Q2 | $326K | Sell |
1,039
-1,514
| -59% | -$475K | 0.15% | 57 |
|
|
2024
Q1 | $838K | Buy |
+2,553
| New | +$838K | 0.24% | 39 |
|
|
2023
Q3 | – | Sell |
-1,935
| Closed | -$393K | – | 105 |
|
|
2023
Q2 | $393K | Buy |
+1,935
| New | +$393K | 0.13% | 82 |
|