Consilium Wealth Advisory’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
893
-65
| -7% | -$23.2K | 0.13% | 79 |
|
|
2025
Q1 | $260K | Sell |
958
-1
| -0.1% | -$272 | 0.13% | 79 |
|
|
2024
Q4 | $318K | Sell |
959
-7
| -0.7% | -$2.32K | 0.15% | 73 |
|
|
2024
Q3 | $320K | Sell |
966
-89
| -8% | -$29.5K | 0.17% | 69 |
|
|
2024
Q2 | $331K | Sell |
1,055
-40
| -4% | -$12.5K | 0.18% | 69 |
|
|
2024
Q1 | $342K | Buy |
1,095
+20
| +2% | +$6.25K | 0.19% | 70 |
|
|
2023
Q4 | $259K | Hold |
1,075
| – | – | 0.16% | 80 |
|
|
2023
Q3 | $229K | Buy |
1,075
+80
| +8% | +$17.1K | 0.16% | 77 |
|
|
2023
Q2 | $200K | Buy |
+995
| New | +$200K | 0.14% | 81 |
|