Institute for Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79M | Buy |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.22M | Hold |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $977K | Hold |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $880K | Buy |
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|
2020
Q3 | $743K | Sell |
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|
2020
Q2 | $638K | Buy |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $904K | Sell |
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|
2019
Q3 | $795K | Sell |
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|
2019
Q2 | $830K | Sell |
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|
2019
Q1 | $804K | Sell |
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|
2018
Q4 | $695K | Sell |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $767K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $789K | Buy |
|