MWM
MGB Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
9,009
-668
| -7% | -$238K | 1.06% | 18 |
|
|
2025
Q1 | $2.64M | Sell |
9,677
-158
| -2% | -$43.1K | 0.95% | 20 |
|
|
2024
Q4 | $3.27M | Hold |
9,835
| – | – | 1.01% | 13 |
|
|
2024
Q3 | $3.25M | Hold |
9,835
| – | – | 1.18% | 14 |
|
|
2024
Q2 | $3.24M | Buy |
9,835
+474
| +5% | +$156K | 1.21% | 13 |
|
|
2024
Q1 | $2.93M | Hold |
9,361
| – | – | 1.19% | 14 |
|
|
2023
Q4 | $2.25M | Buy |
+9,361
| New | +$2.25M | 1.13% | 17 |
|