Mascoma 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 | $103K | Hold |
289
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $78.6K | Hold |
289
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $95.9K | Buy |
289
+108
| +60% | +$35.8K | 0.02% | 145 |
|
|
2024
Q3 | $60K | Hold |
181
| – | – | 0.01% | 182 |
|
|
2024
Q2 | $56.8K | Buy |
181
+31
| +21% | +$9.72K | 0.02% | 180 |
|
|
2024
Q1 | $46.9K | Hold |
150
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $36.1K | Hold |
150
| – | – | 0.01% | 214 |
|
|
2023
Q3 | $32K | Hold |
150
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $33K | Sell |
150
-69
| -32% | -$15.2K | 0.01% | 221 |
|
|
2023
Q1 | $36.6K | Hold |
219
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $34.4K | Hold |
219
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $29K | Buy |
219
+69
| +46% | +$9.14K | 0.01% | 292 |
|
|
2022
Q2 | $19K | Sell |
150
-8
| -5% | -$1.01K | 0.01% | 345 |
|
|
2022
Q1 | $24K | Hold |
158
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $27K | Buy |
158
+8
| +5% | +$1.37K | 0.01% | 286 |
|
|
2021
Q3 | $22K | Buy |
+150
| New | +$22K | 0.01% | 280 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$21K | – | 214 |
|
|
2021
Q1 | $21K | Buy |
+150
| New | +$21K | 0.01% | 289 |
|