Lifeworks 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 | $4.43M | Buy |
12,421
+1,432
| +13% | +$511K | 0.66% | 46 |
|
|
2025
Q1 | $2.99M | Buy |
10,989
+1,072
| +11% | +$291K | 0.5% | 55 |
|
|
2024
Q4 | $3.29M | Buy |
9,917
+901
| +10% | +$299K | 0.59% | 56 |
|
|
2024
Q3 | $2.99M | Buy |
9,016
+1,653
| +22% | +$548K | 0.59% | 53 |
|
|
2024
Q2 | $2.31M | Sell |
7,363
-646
| -8% | -$203K | 0.64% | 47 |
|
|
2024
Q1 | $2.5M | Buy |
8,009
+338
| +4% | +$106K | 0.7% | 41 |
|
|
2023
Q4 | $1.85M | Sell |
7,671
-431
| -5% | -$104K | 0.64% | 49 |
|
|
2023
Q3 | $1.73M | Sell |
8,102
-966
| -11% | -$206K | 0.67% | 45 |
|
|
2023
Q2 | $1.82M | Buy |
9,068
+1,492
| +20% | +$300K | 0.78% | 39 |
|
|
2023
Q1 | $1.3M | Sell |
7,576
-539
| -7% | -$92.4K | 0.61% | 53 |
|
|
2022
Q4 | $1.27M | Buy |
8,115
+317
| +4% | +$49.8K | 0.72% | 49 |
|
|
2022
Q3 | $1.17M | Sell |
7,798
-1,144
| -13% | -$172K | 0.67% | 51 |
|
|
2022
Q2 | $1.13M | Buy |
8,942
+2,492
| +39% | +$314K | 0.71% | 42 |
|
|
2022
Q1 | $979K | Buy |
6,450
+2,884
| +81% | +$438K | 0.65% | 54 |
|
|
2021
Q4 | $616K | Buy |
+3,566
| New | +$616K | 0.49% | 60 |
|