Family 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 | $359K | Buy |
1,007
+73
| +8% | +$26.1K | 0.05% | 135 |
|
2025
Q1 | $254K | Sell |
934
-29
| -3% | -$7.88K | 0.04% | 144 |
|
2024
Q4 | $320K | Hold |
963
| – | – | 0.05% | 127 |
|
2024
Q3 | $319K | Hold |
963
| – | – | 0.05% | 132 |
|
2024
Q2 | $302K | Buy |
+963
| New | +$302K | 0.05% | 117 |
|
2014
Q3 | – | Sell |
-66,648
| Closed | -$5.14M | – | 92 |
|
2014
Q2 | $5.14M | Sell |
66,648
-325
| -0.5% | -$25.1K | 2.5% | 17 |
|
2014
Q1 | $5.03M | Sell |
66,973
-1,077
| -2% | -$80.9K | 2.62% | 13 |
|
2013
Q4 | $5.18M | Buy |
68,050
+7,275
| +12% | +$554K | 2.98% | 15 |
|
2013
Q3 | $4.18M | Buy |
+60,775
| New | +$4.18M | 2.71% | 15 |
|