EverSource Wealth Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,174
+729
| +30% | +$260K | 0.05% | 245 |
|
|
2025
Q1 | $665K | Buy |
2,445
+390
| +19% | +$106K | 0.04% | 326 |
|
|
2024
Q4 | $682K | Buy |
2,055
+216
| +12% | +$71.7K | 0.04% | 308 |
|
|
2024
Q3 | $610K | Buy |
1,839
+62
| +3% | +$20.6K | 0.04% | 295 |
|
|
2024
Q2 | $542K | Buy |
1,777
+547
| +44% | +$167K | 0.04% | 294 |
|
|
2024
Q1 | $392K | Buy |
1,230
+158
| +15% | +$50.3K | 0.03% | 324 |
|
|
2023
Q4 | $258K | Buy |
1,072
+32
| +3% | +$7.71K | 0.02% | 378 |
|
|
2023
Q3 | $222K | Sell |
1,040
-24
| -2% | -$5.12K | 0.02% | 377 |
|
|
2023
Q2 | $214K | Hold |
1,064
| – | – | 0.02% | 383 |
|
|
2023
Q1 | $182K | Sell |
1,064
-806
| -43% | -$138K | 0.02% | 385 |
|
|
2022
Q4 | $294K | Buy |
1,870
+885
| +90% | +$139K | 0.04% | 289 |
|
|
2022
Q3 | $131K | Buy |
985
+153
| +18% | +$20.3K | 0.03% | 364 |
|
|
2022
Q2 | $104K | Sell |
832
-195
| -19% | -$24.4K | 0.03% | 365 |
|
|
2022
Q1 | $156K | Buy |
1,027
+7
| +0.7% | +$1.06K | 0.04% | 279 |
|
|
2021
Q4 | $177K | Buy |
+1,020
| New | +$177K | 0.05% | 239 |
|