Herold 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 | $2.78M | Sell |
7,778
-83
| -1% | -$29.6K | 0.58% | 45 |
|
|
2025
Q1 | $2.14M | Sell |
7,861
-1,201
| -13% | -$326K | 0.47% | 62 |
|
|
2024
Q4 | $3.01M | Sell |
9,062
-381
| -4% | -$126K | 0.66% | 40 |
|
|
2024
Q3 | $3.13M | Buy |
9,443
+15
| +0.2% | +$4.97K | 0.68% | 39 |
|
|
2024
Q2 | $2.96M | Sell |
9,428
-239
| -2% | -$74.9K | 0.68% | 36 |
|
|
2024
Q1 | $3.02M | Sell |
9,667
-824
| -8% | -$258K | 0.73% | 37 |
|
|
2023
Q4 | $2.53M | Hold |
10,491
| – | – | 0.7% | 42 |
|
|
2023
Q3 | $2.24M | Buy |
10,491
+74
| +0.7% | +$15.8K | 0.68% | 41 |
|
|
2023
Q2 | $2.09M | Buy |
10,417
+1,009
| +11% | +$203K | 0.64% | 42 |
|
|
2023
Q1 | $1.61M | Buy |
9,408
+3,683
| +64% | +$631K | 0.56% | 52 |
|
|
2022
Q4 | $899K | Hold |
5,725
| – | – | 0.38% | 82 |
|
|
2022
Q3 | $763K | Buy |
5,725
+200
| +4% | +$26.7K | 0.37% | 88 |
|
|
2022
Q2 | $696K | Buy |
5,525
+105
| +2% | +$13.2K | 0.31% | 96 |
|
|
2022
Q1 | $823K | Buy |
5,420
+98
| +2% | +$14.9K | 0.29% | 95 |
|
|
2021
Q4 | $919K | Sell |
5,322
-199
| -4% | -$34.4K | 0.36% | 88 |
|
|
2021
Q3 | $824K | Buy |
+5,521
| New | +$824K | 0.32% | 91 |
|