IHT 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 | $2.83M | Sell |
7,921
-166
| -2% | -$59.3K | 0.08% | 247 |
|
2025
Q1 | $2.2M | Sell |
8,087
-2,627
| -25% | -$714K | 0.07% | 272 |
|
2024
Q4 | $3.56M | Sell |
10,714
-952
| -8% | -$316K | 0.11% | 176 |
|
2024
Q3 | $3.86M | Buy |
11,666
+1,822
| +19% | +$603K | 0.11% | 192 |
|
2024
Q2 | $3.09M | Buy |
9,844
+1,247
| +15% | +$391K | 0.12% | 173 |
|
2024
Q1 | $2.69M | Buy |
8,597
+2,747
| +47% | +$859K | 0.11% | 198 |
|
2023
Q4 | $1.41M | Buy |
5,850
+218
| +4% | +$52.5K | 0.06% | 300 |
|
2023
Q3 | $1.2M | Buy |
5,632
+119
| +2% | +$25.4K | 0.06% | 310 |
|
2023
Q2 | $1.11M | Buy |
5,513
+964
| +21% | +$194K | 0.06% | 318 |
|
2023
Q1 | $779K | Sell |
4,549
-210
| -4% | -$36K | 0.04% | 368 |
|
2022
Q4 | $747K | Buy |
4,759
+11
| +0.2% | +$1.73K | 0.05% | 369 |
|
2022
Q3 | $633K | Buy |
4,748
+1,292
| +37% | +$172K | 0.05% | 389 |
|
2022
Q2 | $435K | Sell |
3,456
-27
| -0.8% | -$3.4K | 0.04% | 423 |
|
2022
Q1 | $529K | Sell |
3,483
-53
| -1% | -$8.05K | 0.04% | 396 |
|
2021
Q4 | $611K | Hold |
3,536
| – | – | 0.05% | 379 |
|
2021
Q3 | $528K | Sell |
3,536
-481
| -12% | -$71.8K | 0.04% | 410 |
|
2021
Q2 | $595K | Buy |
4,017
+472
| +13% | +$69.9K | 0.04% | 474 |
|
2021
Q1 | $490K | Buy |
+3,545
| New | +$490K | 0.04% | 467 |
|
2020
Q1 | – | Sell |
-2,630
| Closed | -$249K | – | 582 |
|
2019
Q4 | $249K | Sell |
2,630
-9
| -0.3% | -$852 | 0.03% | 503 |
|
2019
Q3 | $219K | Buy |
+2,639
| New | +$219K | 0.03% | 516 |
|
2018
Q2 | – | Sell |
-232
| Closed | -$18K | – | 705 |
|
2018
Q1 | $18K | Buy |
232
+60
| +35% | +$4.66K | ﹤0.01% | 1014 |
|
2017
Q4 | $14K | Sell |
172
-112
| -39% | -$9.12K | ﹤0.01% | 1086 |
|
2017
Q3 | $22K | Sell |
284
-32
| -10% | -$2.48K | 0.01% | 745 |
|
2017
Q2 | $230 | Sell |
316
-86
| -21% | -$63 | 0.11% | 207 |
|
2017
Q1 | $30K | Buy |
402
+2
| +0.5% | +$149 | 0.02% | 544 |
|
2016
Q4 | $27K | Buy |
+400
| New | +$27K | 0.02% | 538 |
|