Regent Peak Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $618K | Buy |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $165K | Buy |
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