Executive 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
Q4 | $3.16M | Buy |
9,532
+916
| +11% | +$304K | 0.25% | 103 |
|
|
2024
Q3 | $2.86M | Buy |
8,616
+157
| +2% | +$52K | 0.22% | 95 |
|
|
2024
Q2 | $2.65M | Buy |
8,459
+7,594
| +878% | +$2.38M | 0.49% | 45 |
|
|
2024
Q1 | $270K | Buy |
865
+35
| +4% | +$10.9K | 0.02% | 206 |
|
|
2023
Q4 | $200K | Buy |
+830
| New | +$200K | 0.02% | 209 |
|
|
2019
Q3 | – | Sell |
-77
| Closed | -$6K | – | 336 |
|
|
2019
Q2 | $6K | Hold |
77
| – | – | ﹤0.01% | 675 |
|
|
2019
Q1 | $6K | Sell |
77
-27
| -26% | -$2.1K | ﹤0.01% | 616 |
|
|
2018
Q4 | $7K | Buy |
+104
| New | +$7K | ﹤0.01% | 621 |
|