Heritage Wealth Management (Arizona)’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $147K | Buy |
938
+493
| +111% | +$77.4K | 0.02% | 364 |
|
|
2022
Q3 | $59K | Buy |
445
+25
| +6% | +$3.32K | 0.02% | 383 |
|
|
2022
Q2 | $52.9K | Hold |
420
| – | – | 0.02% | 412 |
|
|
2022
Q1 | $64K | Buy |
+420
| New | +$64K | 0.02% | 431 |
|
|
2021
Q3 | $67K | Hold |
450
| – | – | 0.02% | 409 |
|
|
2021
Q2 | $67K | Hold |
450
| – | – | 0.03% | 410 |
|
|
2021
Q1 | $62K | Buy |
+450
| New | +$62K | 0.03% | 332 |
|