DWM
Diversify Wealth Management’s Eaton ETN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
3,612
+26
| +0.7% | +$9.45K | 0.08% | 239 |
|
2025
Q1 | $1.04M | Buy |
3,586
+98
| +3% | +$28.5K | 0.08% | 239 |
|
2024
Q4 | $1.19M | Buy |
3,488
+47
| +1% | +$16K | 0.09% | 196 |
|
2024
Q3 | $1.19M | Buy |
3,441
+27
| +0.8% | +$9.31K | 0.11% | 180 |
|
2024
Q2 | $930K | Buy |
+3,414
| New | +$930K | 0.12% | 169 |
|