Invera Wealth Advisors’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,105
Closed -$1.58M 58
2024
Q1
$1.58M Sell
5,105
-409
-7% -$126K 1.34% 31
2023
Q4
$1.33M Buy
+5,514
New +$1.33M 0.83% 39