Prestige Wealth Management Group’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Buy |
2,356
+394
| +20% | +$141K | 0.17% | 68 |
|
|
2025
Q1 | $533K | Sell |
1,962
-42
| -2% | -$11.4K | 0.11% | 91 |
|
|
2024
Q4 | $665K | Buy |
2,004
+85
| +4% | +$28.2K | 0.14% | 80 |
|
|
2024
Q3 | $636K | Buy |
1,919
+78
| +4% | +$25.9K | 0.13% | 83 |
|
|
2024
Q2 | $577K | Buy |
1,841
+1,076
| +141% | +$337K | 0.12% | 79 |
|
|
2024
Q1 | $239K | Hold |
765
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $184K | Hold |
765
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $163K | Buy |
765
+1
| +0.1% | +$213 | 0.04% | 145 |
|
|
2023
Q2 | $154K | Hold |
764
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $131K | Sell |
764
-7
| -0.9% | -$1.2K | 0.03% | 168 |
|
|
2022
Q4 | $121K | Sell |
771
-3
| -0.4% | -$471 | 0.03% | 173 |
|
|
2022
Q3 | $104K | Buy |
774
+3
| +0.4% | +$403 | 0.03% | 169 |
|
|
2022
Q2 | $97K | Sell |
771
-625
| -45% | -$78.6K | 0.03% | 180 |
|
|
2022
Q1 | $212K | Buy |
1,396
+81
| +6% | +$12.3K | 0.05% | 136 |
|
|
2021
Q4 | $227K | Buy |
1,315
+48
| +4% | +$8.29K | 0.05% | 130 |
|
|
2021
Q3 | $189K | Buy |
1,267
+105
| +9% | +$15.7K | 0.05% | 142 |
|
|
2021
Q2 | $172K | Buy |
1,162
+399
| +52% | +$59.1K | 0.05% | 143 |
|
|
2021
Q1 | $106K | Hold |
763
| – | – | 0.03% | 177 |
|
|
2020
Q4 | $92K | Sell |
763
-21
| -3% | -$2.53K | 0.03% | 182 |
|
|
2020
Q3 | $80K | Hold |
784
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $69K | Buy |
784
+32
| +4% | +$2.82K | 0.02% | 187 |
|
|
2020
Q1 | $59K | Buy |
752
+63
| +9% | +$4.94K | 0.02% | 164 |
|
|
2019
Q4 | $65K | Hold |
689
| – | – | 0.04% | 188 |
|
|
2019
Q3 | $57K | Hold |
689
| – | – | 0.03% | 190 |
|
|
2019
Q2 | $57K | Hold |
689
| – | – | 0.03% | 183 |
|
|
2019
Q1 | $56K | Sell |
689
-126
| -15% | -$10.2K | 0.03% | 184 |
|
|
2018
Q4 | $56K | Buy |
+815
| New | +$56K | 0.04% | 184 |
|