Keudell/Morrison Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+627
| New | +$224K | 0.05% | 205 |
|
|
2024
Q4 | – | Sell |
-641
| Closed | -$212K | – | 227 |
|
|
2024
Q3 | $212K | Sell |
641
-34
| -5% | -$11.3K | 0.06% | 202 |
|
|
2024
Q2 | $212K | Sell |
675
-100
| -13% | -$31.4K | 0.06% | 194 |
|
|
2024
Q1 | $242K | Sell |
775
-351
| -31% | -$110K | 0.07% | 181 |
|
|
2023
Q4 | $271K | Buy |
1,126
+5
| +0.4% | +$1.2K | 0.09% | 162 |
|
|
2023
Q3 | $239K | Sell |
1,121
-74
| -6% | -$15.8K | 0.07% | 160 |
|
|
2023
Q2 | $240K | Sell |
1,195
-127
| -10% | -$25.5K | 0.07% | 168 |
|
|
2023
Q1 | $227K | Sell |
1,322
-7
| -0.5% | -$1.2K | 0.07% | 173 |
|
|
2022
Q4 | $209K | Buy |
+1,329
| New | +$209K | 0.07% | 177 |
|