Holistic Financial Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $13K | Buy |
|