Heritage Financial Services’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+634
| New | +$226K | 0.02% | 113 |
|
|
2024
Q4 | – | Sell |
-685
| Closed | -$227K | – | 122 |
|
|
2024
Q3 | $227K | Hold |
685
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $215K | Sell |
685
-10
| -1% | -$3.14K | 0.03% | 99 |
|
|
2024
Q1 | $217K | Buy |
+695
| New | +$217K | 0.03% | 99 |
|
|
2022
Q3 | – | Sell |
-631
| Closed | -$79K | – | 193 |
|
|
2022
Q2 | $79K | Buy |
+631
| New | +$79K | 0.04% | 129 |
|