Journey Strategic Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
2,314
+738
| +47% | +$263K | 0.03% | 201 |
|
|
2025
Q1 | $428K | Buy |
1,576
+79
| +5% | +$21.5K | 0.01% | 259 |
|
|
2024
Q4 | $497K | Sell |
1,497
-111
| -7% | -$36.8K | 0.02% | 218 |
|
|
2024
Q3 | $533K | Buy |
1,608
+157
| +11% | +$52K | 0.02% | 207 |
|
|
2024
Q2 | $455K | Buy |
1,451
+652
| +82% | +$204K | 0.02% | 179 |
|
|
2024
Q1 | $250K | Buy |
+799
| New | +$250K | 0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-2,403
| Closed | -$377K | – | 264 |
|
|
2022
Q4 | $377K | Buy |
2,403
+298
| +14% | +$46.8K | 0.04% | 125 |
|
|
2022
Q3 | $281K | Buy |
+2,105
| New | +$281K | 0.04% | 112 |
|
|
2022
Q2 | – | Sell |
-2,558
| Closed | -$388K | – | 152 |
|
|
2022
Q1 | $388K | Sell |
2,558
-4
| -0.2% | -$607 | 0.04% | 77 |
|
|
2021
Q4 | $443K | Buy |
+2,562
| New | +$443K | 0.05% | 84 |
|