Concurrent Investment Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
19,279
+1,912
| +11% | +$683K | 0.13% | 166 |
|
|
2025
Q1 | $4.72M | Sell |
17,367
-1,884
| -10% | -$512K | 0.11% | 194 |
|
|
2024
Q4 | $6.39M | Buy |
19,251
+63
| +0.3% | +$20.9K | 0.17% | 121 |
|
|
2024
Q3 | $6.36M | Sell |
19,188
-3,017
| -14% | -$1,000K | 0.19% | 114 |
|
|
2024
Q2 | $6.96M | Buy |
22,205
+4,012
| +22% | +$1.26M | 0.23% | 101 |
|
|
2024
Q1 | $5.69M | Buy |
18,193
+174
| +1% | +$54.4K | 0.23% | 99 |
|
|
2023
Q4 | $4.34M | Buy |
+18,019
| New | +$4.34M | 0.2% | 112 |
|