Phoenix Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
12,056
-470
| -4% | -$168K | 1.8% | 15 |
|
|
2025
Q1 | $3.41M | Sell |
12,526
-302
| -2% | -$82.1K | 1.48% | 17 |
|
|
2024
Q4 | $4.26M | Sell |
12,828
-293
| -2% | -$97.2K | 1.85% | 11 |
|
|
2024
Q3 | $4.35M | Sell |
13,121
-527
| -4% | -$175K | 2.02% | 10 |
|
|
2024
Q2 | $4.28M | Sell |
13,648
-2,867
| -17% | -$899K | 2.15% | 8 |
|
|
2024
Q1 | $5.16M | Sell |
16,515
-2,302
| -12% | -$720K | 3.15% | 6 |
|
|
2023
Q4 | $4.5M | Sell |
18,817
-856
| -4% | -$204K | 3.13% | 6 |
|
|
2023
Q3 | $4.2M | Buy |
19,673
+107
| +0.5% | +$22.8K | 2.47% | 7 |
|
|
2023
Q2 | $3.93M | Sell |
19,566
-1,668
| -8% | -$335K | 2.29% | 7 |
|
|
2023
Q1 | $3.64M | Sell |
21,234
-860
| -4% | -$147K | 2.25% | 7 |
|
|
2022
Q4 | $3.47M | Buy |
22,094
+240
| +1% | +$37.7K | 2.09% | 7 |
|
|
2022
Q3 | $2.91M | Buy |
21,854
+232
| +1% | +$30.9K | 2.92% | 5 |
|
|
2022
Q2 | $2.72M | Buy |
21,622
+206
| +1% | +$26K | 2.69% | 9 |
|
|
2022
Q1 | $3.1M | Sell |
21,416
-661
| -3% | -$95.7K | 3.21% | 8 |
|
|
2021
Q4 | $3.82M | Buy |
22,077
+907
| +4% | +$157K | 2.88% | 4 |
|
|
2021
Q3 | $3.16M | Buy |
21,170
+55
| +0.3% | +$8.21K | 2.36% | 6 |
|
|
2021
Q2 | $3.16M | Sell |
21,115
-366
| -2% | -$54.8K | 2.28% | 3 |
|
|
2021
Q1 | $3M | Sell |
21,481
-1,880
| -8% | -$262K | 2.33% | 6 |
|
|
2020
Q4 | $2.81M | Buy |
+23,361
| New | +$2.81M | 2.13% | 8 |
|