Geometric 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 | $1.21M | Buy |
3,393
+16
| +0.5% | +$5.71K | 0.18% | 19 |
|
|
2025
Q1 | $918K | Buy |
3,377
+1
| +0% | +$272 | 0.16% | 23 |
|
|
2024
Q4 | $1.12M | Hold |
3,376
| – | – | 0.2% | 20 |
|
|
2024
Q3 | $1.12M | Hold |
3,376
| – | – | 0.21% | 18 |
|
|
2024
Q2 | $1.06M | Buy |
3,376
+450
| +15% | +$141K | 0.22% | 15 |
|
|
2024
Q1 | $915K | Hold |
2,926
| – | – | 0.22% | 14 |
|
|
2023
Q4 | $705K | Buy |
2,926
+6
| +0.2% | +$1.45K | 0.19% | 17 |
|
|
2023
Q3 | $623K | Hold |
2,920
| – | – | 0.19% | 17 |
|
|
2023
Q2 | $594K | Buy |
2,920
+25
| +0.9% | +$5.09K | 0.18% | 15 |
|
|
2023
Q1 | $486K | Hold |
2,895
| – | – | 0.17% | 15 |
|
|
2022
Q4 | $454K | Hold |
2,895
| – | – | 0.18% | 14 |
|
|
2022
Q3 | $386K | Buy |
2,895
+4
| +0.1% | +$533 | 0.19% | 15 |
|
|
2022
Q2 | $364K | Sell |
2,891
-3
| -0.1% | -$378 | 0.18% | 20 |
|
|
2022
Q1 | $439K | Buy |
+2,894
| New | +$439K | 1.32% | 16 |
|