Elk River Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$289K | – | 103 |
|
|
2023
Q4 | $289K | Hold |
1,200
| – | – | 0.06% | 94 |
|
|
2023
Q3 | $256K | Hold |
1,200
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $241K | Hold |
1,200
| – | – | 0.05% | 97 |
|
|
2023
Q1 | $206K | Buy |
+1,200
| New | +$206K | 0.05% | 104 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$207K | – | 122 |
|
|
2021
Q4 | $207K | Sell |
1,200
-150
| -11% | -$25.9K | 0.05% | 121 |
|
|
2021
Q3 | $202K | Hold |
1,350
| – | – | 0.05% | 118 |
|
|
2021
Q2 | $200K | Buy |
+1,350
| New | +$200K | 0.05% | 121 |
|