Empirical Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
7,886
+1,676
| +27% | +$598K | 0.06% | 187 |
|
|
2025
Q1 | $1.69M | Buy |
6,210
+1,954
| +46% | +$531K | 0.04% | 230 |
|
|
2024
Q4 | $1.41M | Buy |
4,256
+22
| +0.5% | +$7.3K | 0.04% | 236 |
|
|
2024
Q3 | $1.4M | Buy |
4,234
+414
| +11% | +$137K | 0.04% | 227 |
|
|
2024
Q2 | $1.2M | Buy |
3,820
+1,557
| +69% | +$488K | 0.04% | 238 |
|
|
2024
Q1 | $708K | Sell |
2,263
-11
| -0.5% | -$3.44K | 0.02% | 287 |
|
|
2023
Q4 | $548K | Sell |
2,274
-108
| -5% | -$26K | 0.02% | 309 |
|
|
2023
Q3 | $508K | Sell |
2,382
-555
| -19% | -$118K | 0.02% | 303 |
|
|
2023
Q2 | $591K | Buy |
2,937
+403
| +16% | +$81K | 0.02% | 284 |
|
|
2023
Q1 | $434K | Buy |
2,534
+50
| +2% | +$8.57K | 0.02% | 343 |
|
|
2022
Q4 | $390K | Buy |
2,484
+4
| +0.2% | +$628 | 0.02% | 347 |
|
|
2022
Q3 | $331K | Buy |
2,480
+1
| +0% | +$133 | 0.02% | 361 |
|
|
2022
Q2 | $312K | Sell |
2,479
-1,143
| -32% | -$144K | 0.02% | 378 |
|
|
2022
Q1 | $550K | Sell |
3,622
-961
| -21% | -$146K | 0.03% | 314 |
|
|
2021
Q4 | $792K | Buy |
4,583
+337
| +8% | +$58.2K | 0.04% | 258 |
|
|
2021
Q3 | $634K | Buy |
4,246
+219
| +5% | +$32.7K | 0.04% | 253 |
|
|
2021
Q2 | $597K | Buy |
4,027
+149
| +4% | +$22.1K | 0.04% | 266 |
|
|
2021
Q1 | $536K | Buy |
3,878
+70
| +2% | +$9.68K | 0.04% | 239 |
|
|
2020
Q4 | $457K | Sell |
3,808
-180
| -5% | -$21.6K | 0.03% | 259 |
|
|
2020
Q3 | $407K | Buy |
3,988
+75
| +2% | +$7.65K | 0.03% | 243 |
|
|
2020
Q2 | $342K | Sell |
3,913
-1,470
| -27% | -$128K | 0.03% | 260 |
|
|
2020
Q1 | $418K | Buy |
5,383
+2,544
| +90% | +$198K | 0.05% | 206 |
|
|
2019
Q4 | $269K | Buy |
+2,839
| New | +$269K | 0.03% | 271 |
|