Phillips Wealth Planners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
2,097
-18
| -0.9% | -$6.43K | 0.68% | 41 |
|
|
2025
Q1 | $587K | Buy |
2,115
+318
| +18% | +$88.3K | 0.62% | 52 |
|
|
2024
Q4 | $614K | Sell |
1,797
-3
| -0.2% | -$1.02K | 0.61% | 49 |
|
|
2024
Q3 | $614K | Sell |
1,800
-19
| -1% | -$6.48K | 0.59% | 48 |
|
|
2024
Q2 | $595K | Sell |
1,819
-54
| -3% | -$17.7K | 0.63% | 44 |
|
|
2024
Q1 | $591K | Sell |
1,873
-78
| -4% | -$24.6K | 0.68% | 38 |
|
|
2023
Q4 | $468K | Sell |
1,951
-460
| -19% | -$110K | 0.56% | 55 |
|
|
2023
Q3 | $482K | Sell |
2,411
-30
| -1% | -$6K | 0.65% | 51 |
|
|
2023
Q2 | $491K | Sell |
2,441
-73
| -3% | -$14.7K | 0.64% | 53 |
|
|
2023
Q1 | $424K | Buy |
+2,514
| New | +$424K | 0.56% | 62 |
|