Modera 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 | $1.32M | Buy |
3,700
+186
| +5% | +$66.4K | 0.02% | 297 |
|
|
2025
Q1 | $955K | Buy |
3,514
+803
| +30% | +$218K | 0.01% | 331 |
|
|
2024
Q4 | $900K | Sell |
2,711
-651
| -19% | -$216K | 0.01% | 343 |
|
|
2024
Q3 | $1.11M | Buy |
3,362
+928
| +38% | +$308K | 0.01% | 295 |
|
|
2024
Q2 | $763K | Buy |
2,434
+10
| +0.4% | +$3.14K | 0.01% | 331 |
|
|
2024
Q1 | $758K | Buy |
2,424
+98
| +4% | +$30.6K | 0.01% | 333 |
|
|
2023
Q4 | $560K | Sell |
2,326
-149
| -6% | -$35.9K | 0.01% | 360 |
|
|
2023
Q3 | $528K | Sell |
2,475
-140
| -5% | -$29.9K | 0.01% | 354 |
|
|
2023
Q2 | $526K | Buy |
2,615
+1,425
| +120% | +$287K | 0.01% | 373 |
|
|
2023
Q1 | $204K | Buy |
+1,190
| New | +$204K | 0.01% | 336 |
|
|
2022
Q4 | – | Sell |
-2,213
| Closed | -$295K | – | 353 |
|
|
2022
Q3 | $295K | Buy |
2,213
+16
| +0.7% | +$2.13K | 0.01% | 246 |
|
|
2022
Q2 | $277K | Buy |
2,197
+467
| +27% | +$58.9K | 0.01% | 266 |
|
|
2022
Q1 | $263K | Sell |
1,730
-49
| -3% | -$7.45K | 0.01% | 304 |
|
|
2021
Q4 | $308K | Buy |
+1,779
| New | +$308K | 0.01% | 404 |
|