Kingswood Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
12,232
-458
| -4% | -$163K | 0.34% | 62 |
|
|
2025
Q1 | $3.45M | Sell |
12,690
-636
| -5% | -$173K | 0.32% | 69 |
|
|
2024
Q4 | $4.42M | Sell |
13,326
-5,627
| -30% | -$1.87M | 0.33% | 58 |
|
|
2024
Q3 | $6.28M | Buy |
18,953
+9,790
| +107% | +$3.24M | 0.45% | 41 |
|
|
2024
Q2 | $2.87M | Buy |
9,163
+1,790
| +24% | +$561K | 0.26% | 83 |
|
|
2024
Q1 | $2.31M | Sell |
7,373
-373
| -5% | -$117K | 0.27% | 84 |
|
|
2023
Q4 | $1.87M | Buy |
7,746
+3,800
| +96% | +$915K | 0.21% | 113 |
|
|
2023
Q3 | $1.43M | Buy |
3,946
+859
| +28% | +$312K | 0.24% | 110 |
|
|
2023
Q2 | $621K | Buy |
+3,087
| New | +$621K | 0.2% | 112 |
|