HHM 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 | $289K | Hold |
809
| – | – | 0.03% | 165 |
|
|
2025
Q1 | $220K | Buy |
809
+47
| +6% | +$12.8K | 0.03% | 174 |
|
|
2024
Q4 | $253K | Buy |
762
+168
| +28% | +$55.8K | 0.03% | 160 |
|
|
2024
Q3 | $197K | Hold |
594
| – | – | 0.03% | 168 |
|
|
2024
Q2 | $186K | Hold |
594
| – | – | 0.03% | 179 |
|
|
2024
Q1 | $186K | Hold |
594
| – | – | 0.03% | 153 |
|
|
2023
Q4 | $143K | Hold |
594
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $127K | Hold |
594
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $119K | Sell |
594
-13
| -2% | -$2.61K | 0.02% | 188 |
|
|
2023
Q1 | $104K | Buy |
607
+338
| +126% | +$57.9K | 0.02% | 197 |
|
|
2022
Q4 | $42.2K | Buy |
269
+13
| +5% | +$2.04K | 0.01% | 263 |
|
|
2022
Q3 | $34K | Hold |
256
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $32K | Hold |
256
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $39K | Sell |
256
-330
| -56% | -$50.3K | 0.01% | 346 |
|
|
2021
Q4 | $101K | Buy |
586
+330
| +129% | +$56.9K | 0.02% | 215 |
|
|
2021
Q3 | $38K | Hold |
256
| – | – | 0.01% | 330 |
|
|
2021
Q2 | $38K | Hold |
256
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $35K | Hold |
256
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $31K | Hold |
256
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $26K | Buy |
256
+200
| +357% | +$20.3K | 0.01% | 292 |
|
|
2020
Q2 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 410 |
|