HWMO
Heritage Wealth Management (Ohio)’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
8,441
-898
| -10% | -$321K | 0.98% | 18 |
|
|
2025
Q1 | $2.54M | Sell |
9,339
-85
| -0.9% | -$23.1K | 0.86% | 22 |
|
|
2024
Q4 | $3.13M | Sell |
9,424
-170
| -2% | -$56.4K | 1.04% | 16 |
|
|
2024
Q3 | $3.18M | Sell |
9,594
-689
| -7% | -$228K | 1.04% | 17 |
|
|
2024
Q2 | $3.26M | Buy |
+10,283
| New | +$3.26M | 1.09% | 16 |
|