Perigon 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 | $2.54M | Buy |
7,108
+597
| +9% | +$213K | 0.06% | 291 |
|
|
2025
Q1 | $1.77M | Sell |
6,511
-243
| -4% | -$66.1K | 0.05% | 329 |
|
|
2024
Q4 | $2.33M | Buy |
6,754
+643
| +11% | +$222K | 0.06% | 284 |
|
|
2024
Q3 | $2.03M | Buy |
6,111
+98
| +2% | +$32.5K | 0.05% | 281 |
|
|
2024
Q2 | $1.89M | Buy |
6,013
+501
| +9% | +$157K | 0.05% | 261 |
|
|
2024
Q1 | $1.72M | Buy |
5,512
+255
| +5% | +$79.7K | 0.05% | 271 |
|
|
2023
Q4 | $1.27M | Buy |
5,257
+1,787
| +51% | +$430K | 0.04% | 294 |
|
|
2023
Q3 | $740K | Sell |
3,470
-772
| -18% | -$165K | 0.03% | 362 |
|
|
2023
Q2 | $853K | Buy |
4,242
+1,727
| +69% | +$347K | 0.03% | 347 |
|
|
2023
Q1 | $431K | Sell |
2,515
-75
| -3% | -$12.9K | 0.02% | 427 |
|
|
2022
Q4 | $407K | Buy |
+2,590
| New | +$407K | 0.03% | 436 |
|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$132K | – | 651 |
|
|
2020
Q4 | $132K | Buy |
+1,100
| New | +$132K | 0.02% | 481 |
|
|
2018
Q2 | – | Sell |
-1,772
| Closed | -$142K | – | 353 |
|
|
2018
Q1 | $142K | Buy |
1,772
+714
| +67% | +$57.2K | 0.05% | 196 |
|
|
2017
Q4 | $84K | Buy |
1,058
+2
| +0.2% | +$159 | 0.03% | 226 |
|
|
2017
Q3 | $81K | Buy |
1,056
+61
| +6% | +$4.68K | 0.03% | 282 |
|
|
2017
Q2 | $77K | Buy |
995
+779
| +361% | +$60.3K | 0.02% | 329 |
|
|
2017
Q1 | $16K | Buy |
216
+52
| +32% | +$3.85K | ﹤0.01% | 485 |
|
|
2016
Q4 | $12K | Buy |
164
+117
| +249% | +$8.56K | ﹤0.01% | 536 |
|
|
2016
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 591 |
|
|
2016
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 414 |
|