Lyell 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 | $348K | Buy |
975
+30
| +3% | +$10.7K | 0.03% | 169 |
|
|
2025
Q1 | $257K | Sell |
945
-162
| -15% | -$44K | 0.02% | 181 |
|
|
2024
Q4 | $367K | Hold |
1,107
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $367K | Hold |
1,107
| – | – | 0.03% | 165 |
|
|
2024
Q2 | $347K | Buy |
1,107
+70
| +7% | +$21.9K | 0.03% | 156 |
|
|
2024
Q1 | $324K | Sell |
1,037
-30
| -3% | -$9.38K | 0.03% | 166 |
|
|
2023
Q4 | $257K | Buy |
+1,067
| New | +$257K | 0.03% | 171 |
|