HFR Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
1,283
-126
| -9% | -$45K | 0.11% | 36 |
|
|
2025
Q1 | $383K | Hold |
1,409
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $468K | Buy |
1,409
+90
| +7% | +$29.9K | 0.12% | 41 |
|
|
2024
Q3 | $437K | Hold |
1,319
| – | – | 0.11% | 42 |
|
|
2024
Q2 | $414K | Hold |
1,319
| – | – | 0.11% | 45 |
|
|
2024
Q1 | $412K | Hold |
1,319
| – | – | 0.1% | 47 |
|
|
2023
Q4 | $318K | Buy |
1,319
+135
| +11% | +$32.5K | 0.09% | 49 |
|
|
2023
Q3 | $253K | Sell |
1,184
-16
| -1% | -$3.42K | 0.07% | 51 |
|
|
2023
Q2 | $241K | Sell |
1,200
-16
| -1% | -$3.21K | 0.07% | 51 |
|
|
2023
Q1 | $208K | Sell |
1,216
-220
| -15% | -$37.6K | 0.06% | 59 |
|
|
2022
Q4 | $225K | Sell |
1,436
-290
| -17% | -$45.4K | 0.07% | 57 |
|
|
2022
Q3 | $230K | Hold |
1,726
| – | – | 0.08% | 51 |
|
|
2022
Q2 | $217K | Sell |
1,726
-6
| -0.3% | -$754 | 0.07% | 57 |
|
|
2022
Q1 | $263K | Buy |
1,732
+330
| +24% | +$50.1K | 0.07% | 53 |
|
|
2021
Q4 | $242K | Hold |
1,402
| – | – | 0.06% | 56 |
|
|
2021
Q3 | $209K | Hold |
1,402
| – | – | 0.06% | 58 |
|
|
2021
Q2 | $208K | Buy |
+1,402
| New | +$208K | 0.06% | 56 |
|