Evermay 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 | $785K | Sell |
2,200
-150
| -6% | -$53.5K | 0.1% | 98 |
|
|
2025
Q1 | $639K | Sell |
2,350
-505
| -18% | -$137K | 0.08% | 104 |
|
|
2024
Q4 | $947K | Sell |
2,855
-220
| -7% | -$73K | 0.14% | 81 |
|
|
2024
Q3 | $1.02M | Sell |
3,075
-368
| -11% | -$122K | 0.16% | 80 |
|
|
2024
Q2 | $1.08M | Sell |
3,443
-105
| -3% | -$32.9K | 0.17% | 75 |
|
|
2024
Q1 | $1.11M | Sell |
3,548
-964
| -21% | -$301K | 0.17% | 74 |
|
|
2023
Q4 | $1.09M | Sell |
4,512
-101
| -2% | -$24.3K | 0.2% | 57 |
|
|
2023
Q3 | $984K | Hold |
4,613
| – | – | 0.2% | 55 |
|
|
2023
Q2 | $928K | Sell |
4,613
-156
| -3% | -$31.4K | 0.18% | 62 |
|
|
2023
Q1 | $817K | Sell |
4,769
-375
| -7% | -$64.3K | 0.16% | 68 |
|
|
2022
Q4 | $807K | Hold |
5,144
| – | – | 0.16% | 66 |
|
|
2022
Q3 | $686K | Sell |
5,144
-14
| -0.3% | -$1.87K | 0.14% | 72 |
|
|
2022
Q2 | $650K | Sell |
5,158
-241
| -4% | -$30.4K | 0.13% | 76 |
|
|
2022
Q1 | $819K | Sell |
5,399
-795
| -13% | -$121K | 0.14% | 74 |
|
|
2021
Q4 | $1.07M | Sell |
6,194
-232
| -4% | -$40.1K | 0.19% | 47 |
|
|
2021
Q3 | $959K | Sell |
6,426
-60
| -0.9% | -$8.95K | 0.19% | 45 |
|
|
2021
Q2 | $961K | Sell |
6,486
-255
| -4% | -$37.8K | 0.18% | 55 |
|
|
2021
Q1 | $932K | Sell |
6,741
-330
| -5% | -$45.6K | 0.19% | 51 |
|
|
2020
Q4 | $850K | Sell |
7,071
-1,124
| -14% | -$135K | 0.19% | 54 |
|
|
2020
Q3 | $836K | Sell |
8,195
-350
| -4% | -$35.7K | 0.21% | 51 |
|
|
2020
Q2 | $748K | Sell |
8,545
-1,115
| -12% | -$97.6K | 0.2% | 54 |
|
|
2020
Q1 | $750K | Buy |
9,660
+20
| +0.2% | +$1.55K | 0.23% | 47 |
|
|
2019
Q4 | $916K | Buy |
9,640
+1,020
| +12% | +$96.9K | 0.23% | 50 |
|
|
2019
Q3 | $717K | Buy |
8,620
+500
| +6% | +$41.6K | 0.2% | 57 |
|
|
2019
Q2 | $676K | Buy |
8,120
+325
| +4% | +$27.1K | 0.19% | 56 |
|
|
2019
Q1 | $628K | Sell |
7,795
-100
| -1% | -$8.06K | 0.18% | 56 |
|
|
2018
Q4 | $542K | Sell |
7,895
-375
| -5% | -$25.7K | 0.18% | 58 |
|
|
2018
Q3 | $717K | Sell |
8,270
-300
| -4% | -$26K | 0.22% | 49 |
|
|
2018
Q2 | $641K | Sell |
8,570
-1,100
| -11% | -$82.3K | 0.21% | 54 |
|
|
2018
Q1 | $773K | Buy |
9,670
+4,895
| +103% | +$391K | 0.27% | 48 |
|
|
2017
Q4 | $377K | Buy |
+4,775
| New | +$377K | 0.14% | 83 |
|