Concord Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $112K | Sell |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $91.5K | Sell |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $92.9K | Sell |
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|
2023
Q1 | $80K | Sell |
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|
2022
Q4 | $99.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $89K | Sell |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | $41K | Sell |
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|
2021
Q2 | $92K | Sell |
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|
2021
Q1 | $163K | Buy |
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|
2020
Q4 | $79K | Buy |
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