Forum Financial 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 | $1.64M | Buy |
4,590
+538
| +13% | +$192K | 0.02% | 149 |
|
|
2025
Q1 | $1.1M | Sell |
4,052
-43
| -1% | -$11.7K | 0.02% | 187 |
|
|
2024
Q4 | $1.36M | Buy |
4,095
+54
| +1% | +$17.9K | 0.02% | 164 |
|
|
2024
Q3 | $1.34M | Sell |
4,041
-28
| -0.7% | -$9.28K | 0.02% | 147 |
|
|
2024
Q2 | $1.28M | Sell |
4,069
-383
| -9% | -$120K | 0.02% | 146 |
|
|
2024
Q1 | $1.39M | Buy |
4,452
+271
| +6% | +$84.7K | 0.02% | 155 |
|
|
2023
Q4 | $1.01M | Sell |
4,181
-509
| -11% | -$123K | 0.02% | 165 |
|
|
2023
Q3 | $1M | Sell |
4,690
-126
| -3% | -$26.9K | 0.02% | 161 |
|
|
2023
Q2 | $968K | Buy |
4,816
+917
| +24% | +$184K | 0.02% | 165 |
|
|
2023
Q1 | $668K | Sell |
3,899
-99
| -2% | -$17K | 0.02% | 205 |
|
|
2022
Q4 | $627K | Buy |
3,998
+44
| +1% | +$6.91K | 0.02% | 204 |
|
|
2022
Q3 | $527K | Hold |
3,954
| – | – | 0.03% | 211 |
|
|
2022
Q2 | $498K | Buy |
3,954
+45
| +1% | +$5.67K | 0.03% | 237 |
|
|
2022
Q1 | $593K | Buy |
3,909
+11
| +0.3% | +$1.67K | 0.03% | 210 |
|
|
2021
Q4 | $674K | Buy |
+3,898
| New | +$674K | 0.03% | 180 |
|