MWM
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Mindset Wealth Management’s Eaton ETN Stock Holding History

Mindset Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$500K Sell
1,400
-12
-0.8% -$4.28K 0.16% 71
2025
Q1 		$384K Buy
1,412
+322
+30% +$87.5K 0.15% 84
2024
Q4 		$362K Buy
1,090
+300
+38% +$99.6K 0.13% 85
2024
Q3 		$262K Buy
+790
New +$262K 0.11% 102