FSM Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
880
+99
| +13% | +$35.5K | 0.05% | 213 |
|
|
2025
Q1 | $212K | Buy |
781
+69
| +10% | +$18.8K | 0.05% | 198 |
|
|
2024
Q4 | $246K | Buy |
712
+61
| +9% | +$21.1K | 0.06% | 159 |
|
|
2024
Q3 | $216K | Buy |
+651
| New | +$216K | 0.06% | 177 |
|
|
2023
Q3 | – | Sell |
-1,379
| Closed | -$280K | – | 156 |
|
|
2023
Q2 | $280K | Buy |
1,379
+107
| +8% | +$21.7K | 0.14% | 125 |
|
|
2023
Q1 | $218K | Buy |
+1,272
| New | +$218K | 0.13% | 140 |
|
|
2022
Q3 | – | Sell |
-1,365
| Closed | -$202K | – | 132 |
|
|
2022
Q2 | $202K | Buy |
+1,365
| New | +$202K | 0.2% | 110 |
|