HWA
HCR Wealth Advisors’s Eaton ETN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.87M | Buy |
5,229
+1,481
| +40% | +$529K | 0.22% | 68 |
|
2025
Q1 | $1.02M | Buy |
3,748
+2,025
| +118% | +$550K | 0.13% | 97 |
|
2024
Q4 | $572K | Buy |
1,723
+262
| +18% | +$87K | 0.07% | 128 |
|
2024
Q3 | $484K | Buy |
1,461
+442
| +43% | +$146K | 0.06% | 140 |
|
2024
Q2 | $320K | Buy |
+1,019
| New | +$320K | 0.05% | 165 |
|