PDS Planning’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
6,446
+118
| +2% | +$42.1K | 0.17% | 63 |
|
|
2025
Q1 | $1.72M | Buy |
6,328
+117
| +2% | +$31.8K | 0.15% | 70 |
|
|
2024
Q4 | $2.06M | Buy |
6,211
+14
| +0.2% | +$4.65K | 0.18% | 65 |
|
|
2024
Q3 | $2.05M | Sell |
6,197
-138
| -2% | -$45.7K | 0.18% | 64 |
|
|
2024
Q2 | $1.99M | Buy |
6,335
+54
| +0.9% | +$16.9K | 0.2% | 61 |
|
|
2024
Q1 | $1.96M | Buy |
6,281
+106
| +2% | +$33.1K | 0.21% | 59 |
|
|
2023
Q4 | $1.49M | Sell |
6,175
-108
| -2% | -$26K | 0.17% | 62 |
|
|
2023
Q3 | $1.34M | Buy |
6,283
+23
| +0.4% | +$4.91K | 0.17% | 67 |
|
|
2023
Q2 | $1.26M | Buy |
6,260
+207
| +3% | +$41.6K | 0.16% | 68 |
|
|
2023
Q1 | $1.04M | Buy |
6,053
+457
| +8% | +$78.3K | 0.14% | 71 |
|
|
2022
Q4 | $878K | Buy |
5,596
+68
| +1% | +$10.7K | 0.14% | 66 |
|
|
2022
Q3 | $737K | Sell |
5,528
-429
| -7% | -$57.2K | 0.13% | 67 |
|
|
2022
Q2 | $751K | Buy |
5,957
+114
| +2% | +$14.4K | 0.14% | 74 |
|
|
2022
Q1 | $887K | Buy |
5,843
+81
| +1% | +$12.3K | 0.16% | 65 |
|
|
2021
Q4 | $996K | Buy |
5,762
+28
| +0.5% | +$4.84K | 0.19% | 55 |
|
|
2021
Q3 | $856K | Sell |
5,734
-72
| -1% | -$10.7K | 0.2% | 57 |
|
|
2021
Q2 | $860K | Buy |
5,806
+40
| +0.7% | +$5.93K | 0.21% | 55 |
|
|
2021
Q1 | $797K | Buy |
5,766
+246
| +4% | +$34K | 0.23% | 55 |
|
|
2020
Q4 | $663K | Sell |
5,520
-78
| -1% | -$9.37K | 0.23% | 59 |
|
|
2020
Q3 | $571K | Buy |
5,598
+310
| +6% | +$31.6K | 0.23% | 59 |
|
|
2020
Q2 | $463K | Buy |
5,288
+498
| +10% | +$43.6K | 0.21% | 67 |
|
|
2020
Q1 | $372K | Buy |
4,790
+39
| +0.8% | +$3.03K | 0.24% | 56 |
|
|
2019
Q4 | $450K | Hold |
4,751
| – | – | 0.28% | 56 |
|
|
2019
Q3 | $395K | Hold |
4,751
| – | – | 0.27% | 55 |
|
|
2019
Q2 | $396K | Hold |
4,751
| – | – | 0.29% | 51 |
|
|
2019
Q1 | $383K | Buy |
4,751
+95
| +2% | +$7.66K | 0.3% | 51 |
|
|
2018
Q4 | $320K | Buy |
4,656
+122
| +3% | +$8.39K | 0.28% | 58 |
|
|
2018
Q3 | $393K | Buy |
4,534
+38
| +0.8% | +$3.29K | 0.34% | 49 |
|
|
2018
Q2 | $336K | Hold |
4,496
| – | – | 0.33% | 48 |
|
|
2018
Q1 | $359K | Hold |
4,496
| – | – | 0.36% | 47 |
|
|
2017
Q4 | $355K | Buy |
+4,496
| New | +$355K | 0.36% | 46 |
|