Northwest 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 | $3.1M | Buy |
8,688
+76
| +0.9% | +$27.1K | 0.56% | 40 |
|
|
2025
Q1 | $2.34M | Buy |
8,612
+695
| +9% | +$189K | 0.47% | 45 |
|
|
2024
Q4 | $2.63M | Sell |
7,917
-11,940
| -60% | -$3.96M | 0.56% | 41 |
|
|
2024
Q3 | $6.58M | Sell |
19,857
-136
| -0.7% | -$45.1K | 1.54% | 19 |
|
|
2024
Q2 | $6.27M | Sell |
19,993
-179
| -0.9% | -$56.1K | 1.62% | 16 |
|
|
2024
Q1 | $6.31M | Sell |
20,172
-168
| -0.8% | -$52.5K | 1.73% | 16 |
|
|
2023
Q4 | $4.9M | Sell |
20,340
-166
| -0.8% | -$40K | 1.48% | 19 |
|
|
2023
Q3 | $4.37M | Sell |
20,506
-42
| -0.2% | -$8.96K | 1.57% | 19 |
|
|
2023
Q2 | $4.13M | Buy |
20,548
+73
| +0.4% | +$14.7K | 1.5% | 19 |
|
|
2023
Q1 | $3.51M | Buy |
20,475
+1,508
| +8% | +$258K | 1.34% | 23 |
|
|
2022
Q4 | $2.98M | Sell |
18,967
-133
| -0.7% | -$20.9K | 1.27% | 26 |
|
|
2022
Q3 | $2.55M | Sell |
19,100
-1,141
| -6% | -$152K | 1.13% | 32 |
|
|
2022
Q2 | $2.55M | Buy |
20,241
+1,205
| +6% | +$152K | 1.11% | 32 |
|
|
2022
Q1 | $2.89M | Buy |
19,036
+3,788
| +25% | +$575K | 1.42% | 22 |
|
|
2021
Q4 | $2.64M | Hold |
15,248
| – | – | 1.23% | 24 |
|
|
2021
Q3 | $2.28M | Hold |
15,248
| – | – | 1.13% | 23 |
|
|
2021
Q2 | $2.26M | Hold |
15,248
| – | – | 1.2% | 21 |
|
|
2021
Q1 | $2.11M | Buy |
15,248
+41
| +0.3% | +$5.67K | 1.32% | 20 |
|
|
2020
Q4 | $1.83M | Hold |
15,207
| – | – | 1.26% | 23 |
|
|
2020
Q3 | $1.55M | Sell |
15,207
-262
| -2% | -$26.7K | 1.29% | 22 |
|
|
2020
Q2 | $1.35M | Buy |
15,469
+623
| +4% | +$54.5K | 1.18% | 23 |
|
|
2020
Q1 | $1.15M | Hold |
14,846
| – | – | 1.17% | 23 |
|
|
2019
Q4 | $1.41M | Hold |
14,846
| – | – | 1.29% | 22 |
|
|
2019
Q3 | $1.23M | Hold |
14,846
| – | – | 1.01% | 31 |
|
|
2019
Q2 | $1.24M | Sell |
14,846
-1,039
| -7% | -$86.5K | 1% | 29 |
|
|
2019
Q1 | $1.28M | Hold |
15,885
| – | – | 0.96% | 25 |
|
|
2018
Q4 | $1.09M | Buy |
15,885
+555
| +4% | +$38.1K | 0.92% | 27 |
|
|
2018
Q3 | $1.33M | Hold |
15,330
| – | – | 1% | 24 |
|
|
2018
Q2 | $1.15M | Hold |
15,330
| – | – | 0.86% | 31 |
|
|
2018
Q1 | $1.23M | Hold |
15,330
| – | – | 0.91% | 30 |
|
|
2017
Q4 | $1.21M | Buy |
+15,330
| New | +$1.21M | 0.99% | 32 |
|