Elevation Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Hold |
1,640
| – | – | 0.23% | 64 |
|
|
2025
Q1 | $446K | Sell |
1,640
-163
| -9% | -$44.3K | 0.19% | 73 |
|
|
2024
Q4 | $598K | Hold |
1,803
| – | – | 0.25% | 58 |
|
|
2024
Q3 | $598K | Hold |
1,803
| – | – | 0.26% | 60 |
|
|
2024
Q2 | $565K | Hold |
1,803
| – | – | 0.27% | 58 |
|
|
2024
Q1 | $564K | Sell |
1,803
-77
| -4% | -$24.1K | 0.28% | 60 |
|
|
2023
Q4 | $401K | Buy |
1,880
+1,615
| +609% | +$344K | 0.24% | 72 |
|
|
2023
Q3 | $56.5K | Hold |
265
| – | – | 0.05% | 139 |
|
|
2023
Q2 | $53.3K | Hold |
265
| – | – | 0.04% | 146 |
|
|
2023
Q1 | $45.4K | Buy |
+265
| New | +$45.4K | 0.04% | 168 |
|