Hohimer 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 | $3.21M | Buy |
8,998
+5,796
| +181% | +$2.07M | 0.57% | 62 |
|
2025
Q1 | $870K | Buy |
3,202
+2,299
| +255% | +$625K | 0.17% | 113 |
|
2024
Q4 | $300K | Buy |
903
+14
| +2% | +$4.65K | 0.06% | 180 |
|
2024
Q3 | $295K | Hold |
889
| – | – | 0.06% | 170 |
|
2024
Q2 | $279K | Hold |
889
| – | – | 0.06% | 191 |
|
2024
Q1 | $278K | Sell |
889
-205
| -19% | -$64.1K | 0.07% | 203 |
|
2023
Q4 | $263K | Sell |
1,094
-264
| -19% | -$63.6K | 0.07% | 177 |
|
2023
Q3 | $290K | Hold |
1,358
| – | – | 0.08% | 167 |
|
2023
Q2 | $273K | Hold |
1,358
| – | – | 0.08% | 169 |
|
2023
Q1 | $233K | Buy |
+1,358
| New | +$233K | 0.07% | 172 |
|
2021
Q1 | – | Sell |
-7,669
| Closed | -$921K | – | 197 |
|
2020
Q4 | $921K | Sell |
7,669
-7,007
| -48% | -$841K | 0.24% | 112 |
|
2020
Q3 | $1.58M | Sell |
14,676
-881
| -6% | -$95K | 0.45% | 75 |
|
2020
Q2 | $1.36M | Sell |
15,557
-8,480
| -35% | -$742K | 0.47% | 79 |
|
2020
Q1 | $1.98M | Sell |
24,037
-433
| -2% | -$35.7K | 0.84% | 38 |
|
2019
Q4 | $2.32M | Buy |
+24,470
| New | +$2.32M | 0.81% | 24 |
|