ISWM
Independent Solutions Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
10,848
+115
| +1% | +$41.1K | 0.76% | 40 |
|
|
2025
Q1 | $2.92M | Buy |
10,733
+6
| +0.1% | +$1.63K | 0.65% | 48 |
|
|
2024
Q4 | $3.56M | Buy |
10,727
+222
| +2% | +$73.7K | 0.78% | 36 |
|
|
2024
Q3 | $3.48M | Sell |
10,505
-552
| -5% | -$183K | 0.79% | 36 |
|
|
2024
Q2 | $3.47M | Buy |
11,057
+33
| +0.3% | +$10.3K | 0.79% | 38 |
|
|
2024
Q1 | $3.45M | Sell |
11,024
-908
| -8% | -$284K | 0.82% | 36 |
|
|
2023
Q4 | $2.87M | Sell |
11,932
-411
| -3% | -$99K | 0.74% | 45 |
|
|
2023
Q3 | $2.63M | Hold |
12,343
| – | – | 0.68% | 40 |
|
|
2023
Q2 | $2.48M | Buy |
12,343
+190
| +2% | +$38.2K | 0.62% | 40 |
|
|
2023
Q1 | $2.08M | Sell |
12,153
-28
| -0.2% | -$4.8K | 0.61% | 44 |
|
|
2022
Q4 | $1.91M | Sell |
12,181
-187
| -2% | -$29.4K | 0.58% | 44 |
|
|
2022
Q3 | $1.65M | Buy |
12,368
+7,514
| +155% | +$1M | 0.54% | 48 |
|
|
2022
Q2 | $612K | Sell |
4,854
-1,490
| -23% | -$188K | 0.19% | 103 |
|
|
2022
Q1 | $963K | Sell |
6,344
-2,469
| -28% | -$375K | 0.23% | 88 |
|
|
2021
Q4 | $1.52M | Buy |
8,813
+77
| +0.9% | +$13.3K | 0.36% | 74 |
|
|
2021
Q3 | $1.3M | Sell |
8,736
-2,043
| -19% | -$305K | 0.32% | 76 |
|
|
2021
Q2 | $1.6M | Buy |
10,779
+2,489
| +30% | +$369K | 0.39% | 60 |
|
|
2021
Q1 | $1.15M | Buy |
8,290
+351
| +4% | +$48.5K | 0.31% | 72 |
|
|
2020
Q4 | $954K | Buy |
7,939
+283
| +4% | +$34K | 0.3% | 72 |
|
|
2020
Q3 | $781K | Buy |
7,656
+1,535
| +25% | +$157K | 0.3% | 68 |
|
|
2020
Q2 | $535K | Buy |
6,121
+3,122
| +104% | +$273K | 0.23% | 85 |
|
|
2020
Q1 | $233K | Sell |
2,999
-260
| -8% | -$20.2K | 0.13% | 114 |
|
|
2019
Q4 | $309K | Buy |
+3,259
| New | +$309K | 0.14% | 125 |
|