Icon 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 | $5.17M | Buy |
14,482
+2,536
| +21% | +$905K | 0.37% | 58 |
|
|
2025
Q1 | $3.25M | Sell |
11,946
-2,065
| -15% | -$561K | 0.27% | 70 |
|
|
2024
Q4 | $4.65M | Buy |
14,011
+524
| +4% | +$174K | 0.38% | 54 |
|
|
2024
Q3 | $4.47M | Sell |
13,487
-697
| -5% | -$231K | 0.37% | 56 |
|
|
2024
Q2 | $4.32M | Sell |
14,184
-1,175
| -8% | -$358K | 0.38% | 55 |
|
|
2024
Q1 | $4.8M | Sell |
15,359
-738
| -5% | -$231K | 0.45% | 46 |
|
|
2023
Q4 | $3.88M | Buy |
+16,097
| New | +$3.88M | 0.4% | 51 |
|
|
2022
Q4 | $4.47M | Buy |
28,484
+4,108
| +17% | +$645K | 0.51% | 50 |
|
|
2022
Q3 | $3.25M | Buy |
+24,376
| New | +$3.25M | 0.39% | 62 |
|