Plante Moran Financial 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 | $398K | Buy |
1,114
+55
| +5% | +$19.6K | 0.03% | 103 |
|
|
2025
Q1 | $288K | Sell |
1,059
-85
| -7% | -$23.1K | 0.02% | 124 |
|
|
2024
Q4 | $380K | Buy |
1,144
+85
| +8% | +$28.2K | 0.03% | 105 |
|
|
2024
Q3 | $351K | Hold |
1,059
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $332K | Hold |
1,059
| – | – | 0.03% | 114 |
|
|
2024
Q1 | $331K | Sell |
1,059
-3
| -0.3% | -$938 | 0.04% | 114 |
|
|
2023
Q4 | $256K | Sell |
1,062
-239
| -18% | -$57.5K | 0.03% | 137 |
|
|
2023
Q3 | $277K | Sell |
1,301
-247
| -16% | -$52.7K | 0.03% | 116 |
|
|
2023
Q2 | $311K | Sell |
1,548
-13
| -0.8% | -$2.61K | 0.04% | 112 |
|
|
2023
Q1 | $267K | Sell |
1,561
-110
| -7% | -$18.8K | 0.04% | 122 |
|
|
2022
Q4 | $262K | Sell |
1,671
-62
| -4% | -$9.73K | 0.04% | 126 |
|
|
2022
Q3 | $231K | Sell |
1,733
-79
| -4% | -$10.5K | 0.04% | 132 |
|
|
2022
Q2 | $228K | Buy |
1,812
+161
| +10% | +$20.3K | 0.04% | 135 |
|
|
2022
Q1 | $250K | Sell |
1,651
-22
| -1% | -$3.33K | 0.05% | 139 |
|
|
2021
Q4 | $289K | Sell |
1,673
-490
| -23% | -$84.6K | 0.05% | 143 |
|
|
2021
Q3 | $323K | Hold |
2,163
| – | – | 0.07% | 136 |
|
|
2021
Q2 | $320K | Sell |
2,163
-233
| -10% | -$34.5K | 0.08% | 126 |
|
|
2021
Q1 | $331K | Buy |
2,396
+275
| +13% | +$38K | 0.09% | 118 |
|
|
2020
Q4 | $255K | Buy |
2,121
+32
| +2% | +$3.85K | 0.08% | 136 |
|
|
2020
Q3 | $213K | Buy |
2,089
+9
| +0.4% | +$918 | 0.07% | 139 |
|
|
2020
Q2 | $182K | Buy |
2,080
+14
| +0.7% | +$1.23K | 0.07% | 139 |
|
|
2020
Q1 | $160K | Hold |
2,066
| – | – | 0.07% | 140 |
|
|
2019
Q4 | $196K | Buy |
2,066
+1,053
| +104% | +$99.9K | 0.07% | 152 |
|
|
2019
Q3 | $84K | Buy |
1,013
+784
| +342% | +$65K | 0.02% | 264 |
|
|
2019
Q2 | $19K | Hold |
229
| – | – | 0.01% | 483 |
|
|
2019
Q1 | $18K | Buy |
+229
| New | +$18K | 0.01% | 486 |
|
|
2018
Q3 | – | Sell |
-9,604
| Closed | -$718K | – | 776 |
|
|
2018
Q2 | $718K | Buy |
9,604
+2
| +0% | +$150 | 0.36% | 54 |
|
|
2018
Q1 | $767K | Sell |
9,602
-1,120
| -10% | -$89.5K | 0.42% | 49 |
|
|
2017
Q4 | $847K | Sell |
10,722
-9,865
| -48% | -$779K | 0.47% | 46 |
|
|
2017
Q3 | $1.58M | Sell |
20,587
-4,807
| -19% | -$369K | 0.94% | 18 |
|
|
2017
Q2 | $1.98M | Sell |
25,394
-6,656
| -21% | -$518K | 1.24% | 15 |
|
|
2017
Q1 | $2.38M | Sell |
32,050
-7,175
| -18% | -$532K | 1.43% | 9 |
|
|
2016
Q4 | $2.63M | Buy |
39,225
+514
| +1% | +$34.5K | 1.64% | 9 |
|
|
2016
Q3 | $2.54M | Sell |
38,711
-45
| -0.1% | -$2.96K | 1.72% | 7 |
|
|
2016
Q2 | $2.32M | Buy |
38,756
+8,526
| +28% | +$509K | 1.68% | 7 |
|
|
2016
Q1 | $1.89M | Buy |
30,230
+903
| +3% | +$56.5K | 1.46% | 11 |
|
|
2015
Q4 | $1.53M | Sell |
29,327
-2,103
| -7% | -$109K | 1.15% | 16 |
|
|
2015
Q3 | $1.61M | Buy |
31,430
+5,000
| +19% | +$256K | 1.27% | 14 |
|
|
2015
Q2 | $1.78M | Sell |
26,430
-2,723
| -9% | -$184K | 1.28% | 15 |
|
|
2015
Q1 | $1.98M | Buy |
29,153
+7,025
| +32% | +$477K | 1.38% | 12 |
|
|
2014
Q4 | $1.5M | Buy |
22,128
+418
| +2% | +$28.4K | 1.11% | 16 |
|
|
2014
Q3 | $1.38M | Sell |
21,710
-8,355
| -28% | -$530K | 1.2% | 19 |
|
|
2014
Q2 | $2.32M | Buy |
30,065
+7,338
| +32% | +$566K | 2.08% | 10 |
|
|
2014
Q1 | $1.71M | Sell |
22,727
-23,618
| -51% | -$1.77M | 1.86% | 11 |
|
|
2013
Q4 | $3.53M | Buy |
46,345
+17,763
| +62% | +$1.35M | 1.98% | 5 |
|
|
2013
Q3 | $1.97M | Buy |
28,582
+23
| +0.1% | +$1.58K | 1.2% | 13 |
|
|
2013
Q2 | $1.88M | Buy |
+28,559
| New | +$1.88M | 1.39% | 10 |
|