GeoWealth 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 | $746K | Buy |
2,089
+355
| +20% | +$127K | 0.03% | 319 |
|
|
2025
Q1 | $471K | Sell |
1,734
-1,702
| -50% | -$463K | 0.02% | 432 |
|
|
2024
Q4 | $1.14M | Sell |
3,436
-63
| -2% | -$20.9K | 0.04% | 273 |
|
|
2024
Q3 | $1.16M | Sell |
3,499
-1,504
| -30% | -$498K | 0.04% | 273 |
|
|
2024
Q2 | $1.57M | Buy |
5,003
+2,055
| +70% | +$644K | 0.07% | 190 |
|
|
2024
Q1 | $922K | Buy |
2,948
+661
| +29% | +$207K | 0.04% | 313 |
|
|
2023
Q4 | $551K | Buy |
2,287
+1,947
| +573% | +$469K | 0.05% | 313 |
|
|
2023
Q3 | $72K | Buy |
+340
| New | +$72K | 0.01% | 365 |
|