IFWM
Institute for Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
7,415
+15
| +0.2% | +$5.36K | 0.3% | 70 |
|
|
2025
Q1 | $2.01M | Buy |
7,400
+348
| +5% | +$94.6K | 0.26% | 86 |
|
|
2024
Q4 | $2.34M | Buy |
7,052
+18
| +0.3% | +$5.97K | 0.29% | 71 |
|
|
2024
Q3 | $2.33M | Sell |
7,034
-67
| -0.9% | -$22.2K | 0.29% | 72 |
|
|
2024
Q2 | $2.23M | Sell |
7,101
-8
| -0.1% | -$2.51K | 0.3% | 71 |
|
|
2024
Q1 | $2.22M | Hold |
7,109
| – | – | 0.29% | 71 |
|
|
2023
Q4 | $1.71M | Sell |
7,109
-86
| -1% | -$20.7K | 0.28% | 84 |
|
|
2023
Q3 | $1.53M | Sell |
7,195
-10
| -0.1% | -$2.13K | 0.28% | 84 |
|
|
2023
Q2 | $1.45M | Buy |
7,205
+1
| +0% | +$201 | 0.24% | 97 |
|
|
2023
Q1 | $1.23M | Sell |
7,204
-112
| -2% | -$19.2K | 0.24% | 108 |
|
|
2022
Q4 | $1.15M | Sell |
7,316
-10
| -0.1% | -$1.57K | 0.24% | 110 |
|
|
2022
Q3 | $977K | Hold |
7,326
| – | – | 0.22% | 118 |
|
|
2022
Q2 | $923K | Buy |
7,326
+1
| +0% | +$126 | 0.18% | 144 |
|
|
2022
Q1 | $1.11M | Hold |
7,325
| – | – | 0.18% | 137 |
|
|
2021
Q4 | $1.27M | Buy |
7,325
+20
| +0.3% | +$3.46K | 0.21% | 128 |
|
|
2021
Q3 | $1.09M | Buy |
7,305
+1
| +0% | +$149 | 0.19% | 133 |
|
|
2021
Q2 | $1.08M | Sell |
7,304
-5
| -0.1% | -$741 | 0.19% | 139 |
|
|
2021
Q1 | $1.01M | Sell |
7,309
-20
| -0.3% | -$2.77K | 0.19% | 138 |
|
|
2020
Q4 | $880K | Buy |
7,329
+49
| +0.7% | +$5.88K | 0.17% | 152 |
|
|
2020
Q3 | $743K | Sell |
7,280
-13
| -0.2% | -$1.33K | 0.17% | 152 |
|
|
2020
Q2 | $638K | Buy |
7,293
+4
| +0.1% | +$350 | 0.16% | 181 |
|
|
2020
Q1 | $566K | Sell |
7,289
-2,254
| -24% | -$175K | 0.17% | 157 |
|
|
2019
Q4 | $904K | Sell |
9,543
-13
| -0.1% | -$1.23K | 0.2% | 140 |
|
|
2019
Q3 | $795K | Sell |
9,556
-410
| -4% | -$34.1K | 0.2% | 147 |
|
|
2019
Q2 | $830K | Sell |
9,966
-17
| -0.2% | -$1.42K | 0.18% | 168 |
|
|
2019
Q1 | $804K | Sell |
9,983
-140
| -1% | -$11.3K | 0.17% | 158 |
|
|
2018
Q4 | $695K | Sell |
10,123
-60
| -0.6% | -$4.12K | 0.29% | 109 |
|
|
2018
Q3 | $889K | Buy |
+10,183
| New | +$889K | 0.3% | 111 |
|
|
2018
Q2 | – | Sell |
-10,138
| Closed | -$767K | – | 218 |
|
|
2018
Q1 | $767K | Buy |
+10,138
| New | +$767K | 0.23% | 153 |
|
|
2017
Q4 | – | Sell |
-10,273
| Closed | -$789K | – | 402 |
|
|
2017
Q3 | $789K | Buy |
+10,273
| New | +$789K | 0.26% | 138 |
|