DWA
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Delap Wealth Advisory’s Eaton ETN Stock Holding History

Delap Wealth Advisory’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,506
Closed -$471K – 180
2024
Q1 		$471K Buy
1,506
+521
+53% +$163K 0.19% 78
2023
Q4 		$237K Buy
+985
New +$237K 0.11% 82