Concord Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
7,079
+916
| +15% | +$327K | 0.37% | 66 |
|
|
2025
Q1 | $1.68M | Buy |
6,163
+5,826
| +1,729% | +$1.58M | 0.28% | 86 |
|
|
2024
Q4 | $112K | Sell |
337
-6
| -2% | -$1.99K | 0.02% | 244 |
|
|
2024
Q3 | $114K | Buy |
343
+6
| +2% | +$1.99K | 0.02% | 251 |
|
|
2024
Q2 | $106K | Sell |
337
-100
| -23% | -$31.4K | 0.02% | 239 |
|
|
2024
Q1 | $137K | Buy |
437
+57
| +15% | +$17.8K | 0.02% | 244 |
|
|
2023
Q4 | $91.5K | Sell |
380
-132
| -26% | -$31.8K | 0.02% | 283 |
|
|
2023
Q3 | $109K | Buy |
512
+50
| +11% | +$10.7K | 0.02% | 273 |
|
|
2023
Q2 | $92.9K | Sell |
462
-5
| -1% | -$1.01K | 0.02% | 283 |
|
|
2023
Q1 | $80K | Sell |
467
-168
| -26% | -$28.8K | 0.02% | 278 |
|
|
2022
Q4 | $99.7K | Buy |
+635
| New | +$99.7K | 0.03% | 253 |
|
|
2022
Q3 | – | Sell |
-707
| Closed | -$89K | – | 455 |
|
|
2022
Q2 | $89K | Sell |
707
-67
| -9% | -$8.43K | 0.02% | 276 |
|
|
2022
Q1 | $117K | Hold |
774
| – | – | 0.03% | 273 |
|
|
2021
Q4 | $134K | Buy |
774
+500
| +182% | +$86.6K | 0.03% | 258 |
|
|
2021
Q3 | $41K | Sell |
274
-344
| -56% | -$51.5K | 0.02% | 253 |
|
|
2021
Q2 | $92K | Sell |
618
-562
| -48% | -$83.7K | 0.03% | 249 |
|
|
2021
Q1 | $163K | Buy |
1,180
+524
| +80% | +$72.4K | 0.05% | 149 |
|
|
2020
Q4 | $79K | Buy |
+656
| New | +$79K | 0.06% | 154 |
|