Heartwood 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 | $376K | Hold |
1,054
| – | – | 0.04% | 126 |
|
|
2025
Q1 | $287K | Sell |
1,054
-46
| -4% | -$12.5K | 0.03% | 143 |
|
|
2024
Q4 | $365K | Hold |
1,100
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $365K | Hold |
1,100
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $345K | Buy |
1,100
+26
| +2% | +$8.15K | 0.04% | 122 |
|
|
2024
Q1 | $336K | Buy |
1,074
+20
| +2% | +$6.25K | 0.04% | 110 |
|
|
2023
Q4 | $254K | Hold |
1,054
| – | – | 0.03% | 116 |
|
|
2023
Q3 | $225K | Hold |
1,054
| – | – | 0.03% | 122 |
|
|
2023
Q2 | $212K | Buy |
+1,054
| New | +$212K | 0.03% | 130 |
|