HNWAG
High Net Worth Advisory Group’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
2,189
-47
| -2% | -$16.8K | 0.21% | 101 |
|
|
2025
Q1 | $608K | Sell |
2,236
-15
| -0.7% | -$4.08K | 0.17% | 110 |
|
|
2024
Q4 | $747K | Sell |
2,251
-125
| -5% | -$41.5K | 0.21% | 102 |
|
|
2024
Q3 | $788K | Hold |
2,376
| – | – | 0.22% | 96 |
|
|
2024
Q2 | $745K | Buy |
2,376
+12
| +0.5% | +$3.76K | 0.23% | 93 |
|
|
2024
Q1 | $739K | Buy |
2,364
+300
| +15% | +$93.8K | 0.23% | 94 |
|
|
2023
Q4 | $497K | Sell |
2,064
-28
| -1% | -$6.74K | 0.18% | 109 |
|
|
2023
Q3 | $446K | Sell |
2,092
-15
| -0.7% | -$3.2K | 0.18% | 111 |
|
|
2023
Q2 | $424K | Buy |
2,107
+15
| +0.7% | +$3.02K | 0.16% | 122 |
|
|
2023
Q1 | $358K | Hold |
2,092
| – | – | 0.15% | 128 |
|
|
2022
Q4 | $328K | Buy |
2,092
+300
| +17% | +$47.1K | 0.13% | 140 |
|
|
2022
Q3 | $239K | Hold |
1,792
| – | – | 0.1% | 163 |
|
|
2022
Q2 | $226K | Hold |
1,792
| – | – | 0.09% | 174 |
|
|
2022
Q1 | $272K | Hold |
1,792
| – | – | 0.1% | 152 |
|
|
2021
Q4 | $310K | Buy |
+1,792
| New | +$310K | 0.11% | 156 |
|