Invenio Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
951
+215
| +29% | +$76.8K | 0.14% | 74 |
|
|
2025
Q1 | $200K | Sell |
736
-503
| -41% | -$137K | 0.08% | 91 |
|
|
2024
Q4 | $411K | Hold |
1,239
| – | – | 0.17% | 62 |
|
|
2024
Q3 | $411K | Hold |
1,239
| – | – | 0.18% | 59 |
|
|
2024
Q2 | $388K | Sell |
1,239
-132
| -10% | -$41.4K | 0.19% | 58 |
|
|
2024
Q1 | $429K | Sell |
1,371
-580
| -30% | -$181K | 0.23% | 53 |
|
|
2023
Q4 | $470K | Sell |
1,951
-247
| -11% | -$59.5K | 0.34% | 51 |
|
|
2023
Q3 | $469K | Buy |
2,198
+237
| +12% | +$50.5K | 0.43% | 45 |
|
|
2023
Q2 | $394K | Buy |
+1,961
| New | +$394K | 0.45% | 45 |
|