Compass 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 | $378K | Hold |
1,060
| – | – | 0.09% | 120 |
|
|
2025
Q1 | $288K | Hold |
1,060
| – | – | 0.07% | 133 |
|
|
2024
Q4 | $352K | Hold |
1,060
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $351K | Hold |
1,060
| – | – | 0.08% | 132 |
|
|
2024
Q2 | $332K | Hold |
1,060
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $331K | Hold |
1,060
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $255K | Sell |
1,060
-64
| -6% | -$15.4K | 0.07% | 140 |
|
|
2023
Q3 | $240K | Buy |
1,124
+30
| +3% | +$6.4K | 0.08% | 144 |
|
|
2023
Q2 | $220K | Hold |
1,094
| – | – | 0.07% | 151 |
|
|
2023
Q1 | $187K | Buy |
1,094
+64
| +6% | +$11K | 0.06% | 156 |
|
|
2022
Q4 | $162K | Buy |
+1,030
| New | +$162K | 0.05% | 162 |
|