Golden State Wealth 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 | $935K | Buy |
2,618
+399
| +18% | +$142K | 0.11% | 151 |
|
|
2025
Q1 | $603K | Buy |
2,219
+1,106
| +99% | +$301K | 0.09% | 177 |
|
|
2024
Q4 | $369K | Buy |
+1,113
| New | +$369K | 0.06% | 242 |
|
|
2022
Q1 | $1.04M | Sell |
6,819
-496
| -7% | -$75.3K | 0.2% | 98 |
|
|
2021
Q4 | $1.26M | Buy |
7,315
+5,136
| +236% | +$887K | 0.22% | 96 |
|
|
2021
Q3 | $325K | Sell |
2,179
-16
| -0.7% | -$2.39K | 0.07% | 216 |
|
|
2021
Q2 | $325K | Buy |
+2,195
| New | +$325K | 0.07% | 214 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 436 |
|
|
2020
Q2 | – | Sell |
-440
| Closed | -$34K | – | 387 |
|
|
2020
Q1 | $34K | Buy |
+440
| New | +$34K | 0.02% | 419 |
|
|
2019
Q4 | – | Sell |
-440
| Closed | -$37K | – | 304 |
|
|
2019
Q3 | $37K | Buy |
440
+387
| +730% | +$32.5K | 0.01% | 491 |
|
|
2019
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 897 |
|
|
2019
Q1 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 933 |
|