CWS Financial 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 | $564K | Hold |
1,580
| – | – | 0.16% | 71 |
|
|
2025
Q1 | $429K | Hold |
1,580
| – | – | 0.14% | 86 |
|
|
2024
Q4 | $524K | Hold |
1,580
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $524K | Hold |
1,580
| – | – | 0.19% | 62 |
|
|
2024
Q2 | $495K | Sell |
1,580
-100
| -6% | -$31.4K | 0.19% | 57 |
|
|
2024
Q1 | $525K | Sell |
1,680
-113
| -6% | -$35.3K | 0.22% | 52 |
|
|
2023
Q4 | $432K | Hold |
1,793
| – | – | 0.16% | 98 |
|
|
2023
Q3 | $382K | Hold |
1,793
| – | – | 0.15% | 103 |
|
|
2023
Q2 | $361K | Hold |
1,793
| – | – | 0.14% | 107 |
|
|
2023
Q1 | $307K | Sell |
1,793
-7
| -0.4% | -$1.2K | 0.12% | 113 |
|
|
2022
Q4 | $249K | Buy |
1,800
+7
| +0.4% | +$968 | 0.11% | 120 |
|
|
2022
Q3 | $239K | Hold |
1,793
| – | – | 0.11% | 116 |
|
|
2022
Q2 | $226K | Hold |
1,793
| – | – | 0.1% | 129 |
|
|
2022
Q1 | $272K | Buy |
1,793
+3
| +0.2% | +$455 | 0.1% | 123 |
|
|
2021
Q4 | $309K | Buy |
+1,790
| New | +$309K | 0.11% | 115 |
|
|
2021
Q2 | $266K | Sell |
1,795
-5
| -0.3% | -$741 | 0.11% | 121 |
|
|
2021
Q1 | $249K | Sell |
1,800
-20
| -1% | -$2.77K | 0.11% | 120 |
|
|
2020
Q4 | $219K | Buy |
+1,820
| New | +$219K | 0.13% | 124 |
|