Holistic Financial Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
1,253
+9
| +0.7% | +$3.21K | 0.2% | 57 |
|
|
2025
Q1 | $338K | Sell |
1,244
-104
| -8% | -$28.3K | 0.16% | 76 |
|
|
2024
Q4 | $447K | Buy |
1,348
+27
| +2% | +$8.96K | 0.22% | 58 |
|
|
2024
Q3 | $438K | Buy |
1,321
+15
| +1% | +$4.97K | 0.21% | 58 |
|
|
2024
Q2 | $409K | Sell |
1,306
-47
| -3% | -$14.7K | 0.21% | 59 |
|
|
2024
Q1 | $423K | Buy |
1,353
+4
| +0.3% | +$1.25K | 0.22% | 59 |
|
|
2023
Q4 | $325K | Sell |
1,349
-127
| -9% | -$30.6K | 0.2% | 69 |
|
|
2023
Q3 | $315K | Buy |
1,476
+75
| +5% | +$16K | 0.21% | 67 |
|
|
2023
Q2 | $282K | Sell |
1,401
-649
| -32% | -$131K | 0.2% | 73 |
|
|
2023
Q1 | $351K | Buy |
2,050
+501
| +32% | +$85.8K | 0.27% | 59 |
|
|
2022
Q4 | $243K | Sell |
1,549
-25
| -2% | -$3.92K | 0.22% | 78 |
|
|
2022
Q3 | $210K | Buy |
+1,574
| New | +$210K | 0.21% | 79 |
|
|
2022
Q2 | – | Sell |
-1,732
| Closed | -$263K | – | 102 |
|
|
2022
Q1 | $263K | Sell |
1,732
-191
| -10% | -$29K | 0.17% | 84 |
|
|
2021
Q4 | $332K | Sell |
1,923
-227
| -11% | -$39.2K | 0.19% | 76 |
|
|
2021
Q3 | $321K | Sell |
2,150
-2
| -0.1% | -$299 | 0.2% | 74 |
|
|
2021
Q2 | $319K | Sell |
2,152
-1
| -0% | -$148 | 0.19% | 76 |
|
|
2021
Q1 | $298K | Buy |
+2,153
| New | +$298K | 0.2% | 75 |
|
|
2018
Q2 | – | Sell |
-131
| Closed | -$10K | – | 147 |
|
|
2018
Q1 | $10K | Sell |
131
-39
| -23% | -$2.98K | 0.01% | 318 |
|
|
2017
Q4 | $13K | Buy |
+170
| New | +$13K | 0.01% | 312 |
|