Marcum Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.2M | Sell |
4,420
-155
| -3% | -$42.1K | 0.1% | 95 |
|
2024
Q4 | $1.52M | Sell |
4,575
-89
| -2% | -$29.5K | 0.13% | 81 |
|
2024
Q3 | $1.55M | Hold |
4,664
| – | – | 0.14% | 75 |
|
2024
Q2 | $1.46M | Buy |
4,664
+10
| +0.2% | +$3.14K | 0.15% | 76 |
|
2024
Q1 | $1.46M | Buy |
4,654
+109
| +2% | +$34.1K | 0.15% | 77 |
|
2023
Q4 | $1.09M | Sell |
4,545
-206
| -4% | -$49.6K | 0.12% | 88 |
|
2023
Q3 | $1.01M | Buy |
4,751
+69
| +1% | +$14.7K | 0.12% | 86 |
|
2023
Q2 | $942K | Sell |
4,682
-483
| -9% | -$97.1K | 0.11% | 94 |
|
2023
Q1 | $885K | Sell |
5,165
-86
| -2% | -$14.7K | 0.11% | 108 |
|
2022
Q4 | $824K | Buy |
5,251
+26
| +0.5% | +$4.08K | 0.11% | 109 |
|
2022
Q3 | $697K | Buy |
5,225
+161
| +3% | +$21.5K | 0.11% | 122 |
|
2022
Q2 | $638K | Buy |
5,064
+1,175
| +30% | +$148K | 0.1% | 132 |
|
2022
Q1 | $590K | Sell |
3,889
-191
| -5% | -$29K | 0.08% | 140 |
|
2021
Q4 | $705K | Sell |
4,080
-56
| -1% | -$9.68K | 0.1% | 133 |
|
2021
Q3 | $618K | Buy |
4,136
+421
| +11% | +$62.9K | 0.1% | 132 |
|
2021
Q2 | $550K | Buy |
3,715
+123
| +3% | +$18.2K | 0.09% | 135 |
|
2021
Q1 | $497K | Sell |
3,592
-880
| -20% | -$122K | 0.08% | 148 |
|
2020
Q4 | $537K | Buy |
4,472
+20
| +0.4% | +$2.4K | 0.13% | 63 |
|
2020
Q3 | $454K | Sell |
4,452
-140
| -3% | -$14.3K | 0.14% | 54 |
|
2020
Q2 | $402K | Buy |
4,592
+331
| +8% | +$29K | 0.12% | 65 |
|
2020
Q1 | $331K | Sell |
4,261
-120
| -3% | -$9.32K | 0.13% | 54 |
|
2019
Q4 | $415K | Buy |
+4,381
| New | +$415K | 0.16% | 59 |
|