Omnia Family Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
1,066
-23
| -2% | -$8.21K | 0.14% | 52 |
|
|
2025
Q1 | $296K | Buy |
1,089
+60
| +6% | +$16.3K | 0.12% | 61 |
|
|
2024
Q4 | $341K | Buy |
1,029
+44
| +4% | +$14.6K | 0.14% | 54 |
|
|
2024
Q3 | $326K | Buy |
985
+19
| +2% | +$6.3K | 0.14% | 56 |
|
|
2024
Q2 | $303K | Buy |
966
+25
| +3% | +$7.84K | 0.13% | 55 |
|
|
2024
Q1 | $294K | Buy |
941
+81
| +9% | +$25.3K | 0.14% | 55 |
|
|
2023
Q4 | $207K | Buy |
+860
| New | +$207K | 0.11% | 63 |
|
|
2019
Q2 | – | Sell |
-65
| Closed | -$5K | – | 232 |
|
|
2019
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 310 |
|
|
2018
Q4 | $4K | Sell |
65
-58
| -47% | -$3.57K | ﹤0.01% | 304 |
|
|
2018
Q3 | $11K | Hold |
123
| – | – | 0.01% | 248 |
|
|
2018
Q2 | $9K | Hold |
123
| – | – | ﹤0.01% | 261 |
|
|
2018
Q1 | $10K | Sell |
123
-132
| -52% | -$10.7K | ﹤0.01% | 261 |
|
|
2017
Q4 | $20K | Buy |
255
+197
| +340% | +$15.5K | 0.01% | 234 |
|
|
2017
Q3 | $4K | Sell |
58
-55
| -49% | -$3.79K | ﹤0.01% | 363 |
|
|
2017
Q2 | $9K | Sell |
113
-1,546
| -93% | -$123K | ﹤0.01% | 298 |
|
|
2017
Q1 | $123K | Buy |
1,659
+13
| +0.8% | +$964 | 0.06% | 106 |
|
|
2016
Q4 | $110K | Buy |
+1,646
| New | +$110K | 0.05% | 111 |
|