Morningstar Investment 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 | $737K | Buy |
+2,064
| New | +$737K | 0.06% | 86 |
|
|
2025
Q1 | – | Sell |
-1,925
| Closed | -$639K | – | 126 |
|
|
2024
Q4 | $639K | Hold |
1,925
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $665K | Sell |
1,925
-1,078
| -36% | -$372K | 0.07% | 122 |
|
|
2024
Q2 | $942K | Hold |
3,003
| – | – | 0.1% | 88 |
|
|
2024
Q1 | $939K | Hold |
3,003
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $723K | Buy |
3,003
+59
| +2% | +$14.2K | 0.08% | 108 |
|
|
2023
Q3 | $628K | Hold |
2,944
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $592K | Buy |
+2,944
| New | +$592K | 0.08% | 90 |
|