Financial Synergies Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-125
| Closed | -$39.1K | – | 190 |
|
|
2024
Q1 | $39.1K | Hold |
125
| – | – | 0.01% | 147 |
|
|
2023
Q4 | $19.6K | Hold |
125
| – | – | ﹤0.01% | 141 |
|
|
2023
Q3 | $26.7K | Hold |
125
| – | – | ﹤0.01% | 155 |
|
|
2023
Q2 | $25.1K | Hold |
125
| – | – | ﹤0.01% | 149 |
|
|
2023
Q1 | $21.4K | Hold |
125
| – | – | ﹤0.01% | 168 |
|
|
2022
Q4 | $19.6K | Buy |
+125
| New | +$19.6K | ﹤0.01% | 141 |
|