OWA
Outlook Wealth Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,285
-45
| -3% | -$16.1K | 0.12% | 161 |
|
|
2025
Q1 | $362K | Sell |
1,330
-143
| -10% | -$38.9K | 0.1% | 196 |
|
|
2024
Q4 | $489K | Buy |
1,473
+116
| +9% | +$38.5K | 0.14% | 135 |
|
|
2024
Q3 | $450K | Buy |
1,357
+54
| +4% | +$17.9K | 0.13% | 142 |
|
|
2024
Q2 | $409K | Sell |
1,303
-64
| -5% | -$20.1K | 0.13% | 159 |
|
|
2024
Q1 | $427K | Buy |
1,367
+22
| +2% | +$6.88K | 0.13% | 158 |
|
|
2023
Q4 | $324K | Buy |
1,345
+4
| +0.3% | +$963 | 0.11% | 161 |
|
|
2023
Q3 | $286K | Buy |
1,341
+79
| +6% | +$16.8K | 0.11% | 164 |
|
|
2023
Q2 | $254K | Buy |
+1,262
| New | +$254K | 0.1% | 174 |
|
|
2020
Q2 | – | Sell |
-4,475
| Closed | -$348K | – | 168 |
|
|
2020
Q1 | $348K | Buy |
+4,475
| New | +$348K | 0.2% | 106 |
|