Peterson Wealth Services’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
9,556
+225
| +2% | +$80.3K | 0.93% | 29 |
|
|
2025
Q1 | $2.54M | Buy |
9,331
+707
| +8% | +$192K | 0.79% | 39 |
|
|
2024
Q4 | $2.86M | Buy |
8,624
+230
| +3% | +$76.3K | 0.86% | 33 |
|
|
2024
Q3 | $2.78M | Buy |
8,394
+5
| +0.1% | +$1.66K | 0.89% | 32 |
|
|
2024
Q2 | $2.63M | Sell |
8,389
-3,739
| -31% | -$1.17M | 0.92% | 32 |
|
|
2024
Q1 | $3.79M | Buy |
12,128
+131
| +1% | +$41K | 1.38% | 23 |
|
|
2023
Q4 | $2.89M | Buy |
+11,997
| New | +$2.89M | 1.24% | 25 |
|
|
2023
Q3 | – | Sell |
-7,385
| Closed | -$1.49M | – | 71 |
|
|
2023
Q2 | $1.49M | Buy |
7,385
+74
| +1% | +$14.9K | 0.71% | 41 |
|
|
2023
Q1 | $1.25M | Buy |
7,311
+1,321
| +22% | +$226K | 0.64% | 49 |
|
|
2022
Q4 | $940K | Buy |
5,990
+602
| +11% | +$94.5K | 0.54% | 50 |
|
|
2022
Q3 | $719K | Buy |
5,388
+1,574
| +41% | +$210K | 0.51% | 52 |
|
|
2022
Q2 | $481K | Buy |
3,814
+651
| +21% | +$82.1K | 0.35% | 61 |
|
|
2022
Q1 | $480K | Buy |
3,163
+688
| +28% | +$104K | 0.3% | 60 |
|
|
2021
Q4 | $428K | Buy |
+2,475
| New | +$428K | 0.28% | 51 |
|