Pinnacle Wealth Planning 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 | $1.19M | Buy |
3,343
+148
| +5% | +$52.8K | 0.16% | 84 |
|
2025
Q1 | $868K | Buy |
3,195
+174
| +6% | +$47.3K | 0.13% | 91 |
|
2024
Q4 | $1M | Sell |
3,021
-360
| -11% | -$119K | 0.15% | 82 |
|
2024
Q3 | $1.12M | Sell |
3,381
-6
| -0.2% | -$1.99K | 0.15% | 90 |
|
2024
Q2 | $1.06M | Sell |
3,387
-153
| -4% | -$48K | 0.15% | 86 |
|
2024
Q1 | $1.11M | Sell |
3,540
-140
| -4% | -$43.8K | 0.16% | 90 |
|
2023
Q4 | $886K | Buy |
3,680
+48
| +1% | +$11.6K | 0.14% | 102 |
|
2023
Q3 | $775K | Sell |
3,632
-172
| -5% | -$36.7K | 0.13% | 101 |
|
2023
Q2 | $765K | Sell |
3,804
-104
| -3% | -$20.9K | 0.12% | 111 |
|
2023
Q1 | $670K | Buy |
3,908
+708
| +22% | +$121K | 0.11% | 130 |
|
2022
Q4 | $502K | Buy |
3,200
+1,020
| +47% | +$160K | 0.09% | 162 |
|
2022
Q3 | $291K | Buy |
2,180
+563
| +35% | +$75.2K | 0.05% | 243 |
|
2022
Q2 | $204K | Sell |
1,617
-105
| -6% | -$13.2K | 0.04% | 347 |
|
2022
Q1 | $261K | Sell |
1,722
-893
| -34% | -$135K | 0.05% | 300 |
|
2021
Q4 | $452K | Buy |
2,615
+106
| +4% | +$18.3K | 0.09% | 169 |
|
2021
Q3 | $375K | Buy |
2,509
+886
| +55% | +$132K | 0.08% | 198 |
|
2021
Q2 | $240K | Buy |
+1,623
| New | +$240K | 0.06% | 275 |
|
2021
Q1 | – | Sell |
-718
| Closed | -$86K | – | 860 |
|
2020
Q4 | $86K | Buy |
+718
| New | +$86K | 0.02% | 536 |
|
2018
Q3 | – | Sell |
-3,349
| Closed | -$251K | – | 182 |
|
2018
Q2 | $251K | Buy |
3,349
+22
| +0.7% | +$1.65K | 0.24% | 133 |
|
2018
Q1 | $266K | Buy |
+3,327
| New | +$266K | 0.27% | 124 |
|