IWA
IVC Wealth Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,138
-76
| -2% | -$27.1K | 0.72% | 29 |
|
|
2025
Q1 | $1.15M | Sell |
4,214
-165
| -4% | -$44.9K | 0.62% | 36 |
|
|
2024
Q4 | $1.45M | Sell |
4,379
-214
| -5% | -$71K | 0.81% | 26 |
|
|
2024
Q3 | $1.52M | Buy |
4,593
+26
| +0.6% | +$8.62K | 0.83% | 28 |
|
|
2024
Q2 | $1.43M | Buy |
4,567
+3
| +0.1% | +$941 | 0.8% | 30 |
|
|
2024
Q1 | $1.43M | Buy |
4,564
+2
| +0% | +$625 | 0.82% | 29 |
|
|
2023
Q4 | $1.1M | Sell |
4,562
-53
| -1% | -$12.8K | 0.68% | 37 |
|
|
2023
Q3 | $984K | Sell |
4,615
-26
| -0.6% | -$5.55K | 0.66% | 37 |
|
|
2023
Q2 | $933K | Sell |
4,641
-82
| -2% | -$16.5K | 0.59% | 46 |
|
|
2023
Q1 | $809K | Sell |
4,723
-2,055
| -30% | -$352K | 0.57% | 52 |
|
|
2022
Q4 | $775K | Buy |
6,778
+1,841
| +37% | +$210K | 0.57% | 51 |
|
|
2022
Q3 | $658K | Buy |
4,937
+78
| +2% | +$10.4K | 0.53% | 53 |
|
|
2022
Q2 | $612K | Buy |
4,859
+27
| +0.6% | +$3.4K | 0.47% | 61 |
|
|
2022
Q1 | $733K | Hold |
4,832
| – | – | 0.48% | 54 |
|
|
2021
Q4 | $835K | Sell |
4,832
-734
| -13% | -$127K | 0.54% | 49 |
|
|
2021
Q3 | $831K | Buy |
5,566
+300
| +6% | +$44.8K | 0.57% | 48 |
|
|
2021
Q2 | $780K | Buy |
5,266
+51
| +1% | +$7.55K | 0.55% | 52 |
|
|
2021
Q1 | $721K | Buy |
5,215
+43
| +0.8% | +$5.95K | 0.57% | 49 |
|
|
2020
Q4 | $621K | Buy |
+5,172
| New | +$621K | 0.59% | 48 |
|