CPC
Consolidated Planning Corp’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,632
| Closed | -$8.17M | – | 195 |
|
|
2024
Q4 | $8.17M | Buy |
24,632
+703
| +3% | +$233K | 1.11% | 24 |
|
|
2024
Q3 | $7.93M | Buy |
23,929
+463
| +2% | +$153K | 1.18% | 20 |
|
|
2024
Q2 | $7.36M | Buy |
23,466
+460
| +2% | +$144K | 1.21% | 20 |
|
|
2024
Q1 | $7.19M | Sell |
23,006
-1,750
| -7% | -$547K | 1.23% | 23 |
|
|
2023
Q4 | $5.96M | Buy |
24,756
+265
| +1% | +$63.8K | 1.11% | 22 |
|
|
2023
Q3 | $5.22M | Buy |
24,491
+518
| +2% | +$110K | 1.16% | 22 |
|
|
2023
Q2 | $4.82M | Buy |
23,973
+290
| +1% | +$58.3K | 1.02% | 28 |
|
|
2023
Q1 | $4.06M | Sell |
23,683
-596
| -2% | -$102K | 1.05% | 29 |
|
|
2022
Q4 | $3.81M | Buy |
24,279
+1,037
| +4% | +$163K | 1.05% | 29 |
|
|
2022
Q3 | $3.1M | Buy |
23,242
+658
| +3% | +$87.8K | 0.97% | 36 |
|
|
2022
Q2 | $2.85M | Buy |
+22,584
| New | +$2.85M | 0.89% | 39 |
|
|
2021
Q4 | – | Sell |
-615
| Closed | -$92K | – | 186 |
|
|
2021
Q3 | $92K | Buy |
+615
| New | +$92K | 0.06% | 105 |
|