Heritage 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 | $47.8K | Hold |
134
| – | – | ﹤0.01% | 300 |
|
|
2025
Q1 | $36.4K | Sell |
134
-6
| -4% | -$1.63K | ﹤0.01% | 323 |
|
|
2024
Q4 | $46.5K | Sell |
140
-299
| -68% | -$99.2K | ﹤0.01% | 314 |
|
|
2024
Q3 | $146K | Buy |
439
+44
| +11% | +$14.6K | 0.01% | 237 |
|
|
2024
Q2 | $124K | Sell |
395
-185
| -32% | -$58K | 0.01% | 238 |
|
|
2024
Q1 | $181K | Sell |
580
-125
| -18% | -$39.1K | 0.01% | 221 |
|
|
2023
Q4 | $170K | Sell |
705
-200
| -22% | -$48.2K | 0.01% | 224 |
|
|
2023
Q3 | $193K | Hold |
905
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $182K | Hold |
905
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $155K | Hold |
905
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $142K | Hold |
905
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $121K | Hold |
905
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $114K | Hold |
905
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $137K | Hold |
905
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $156K | Buy |
905
+400
| +79% | +$69K | 0.01% | 223 |
|
|
2021
Q3 | $75.4K | Hold |
505
| – | – | ﹤0.01% | 282 |
|
|
2021
Q2 | $74.8K | Hold |
505
| – | – | ﹤0.01% | 287 |
|
|
2021
Q1 | $69.8K | Hold |
505
| – | – | ﹤0.01% | 298 |
|
|
2020
Q4 | $61K | Hold |
505
| – | – | ﹤0.01% | 305 |
|
|
2020
Q3 | $51.5K | Hold |
505
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $44.2K | Hold |
505
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $39.2K | Hold |
505
| – | – | 0.01% | 265 |
|
|
2019
Q4 | $47.8K | Hold |
505
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $41K | Hold |
505
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $42.1K | Buy |
505
+165
| +49% | +$13.7K | 0.01% | 273 |
|
|
2019
Q1 | $27.4K | Hold |
340
| – | – | ﹤0.01% | 276 |
|
|
2018
Q4 | $23K | Hold |
340
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $29K | Buy |
+340
| New | +$29K | 0.01% | 240 |
|