Regent Peak 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
Q1 | $428K | Sell |
1,576
-28
| -2% | -$7.61K | 0.1% | 91 |
|
|
2024
Q4 | $532K | Buy |
+1,604
| New | +$532K | 0.12% | 78 |
|
|
2024
Q3 | – | Sell |
-1,572
| Closed | -$493K | – | 181 |
|
|
2024
Q2 | $493K | Buy |
1,572
+20
| +1% | +$6.27K | 0.11% | 89 |
|
|
2024
Q1 | $485K | Buy |
1,552
+13
| +0.8% | +$4.07K | 0.12% | 86 |
|
|
2023
Q4 | $371K | Buy |
1,539
+23
| +2% | +$5.54K | 0.1% | 99 |
|
|
2023
Q3 | $323K | Buy |
1,516
+7
| +0.5% | +$1.49K | 0.1% | 105 |
|
|
2023
Q2 | $303K | Sell |
1,509
-8
| -0.5% | -$1.61K | 0.09% | 106 |
|
|
2023
Q1 | $260K | Sell |
1,517
-5
| -0.3% | -$857 | 0.08% | 119 |
|
|
2022
Q4 | $239K | Buy |
+1,522
| New | +$239K | 0.08% | 136 |
|
|
2022
Q2 | – | Sell |
-1,381
| Closed | -$210K | – | 162 |
|
|
2022
Q1 | $210K | Buy |
1,381
+1
| +0.1% | +$152 | 0.06% | 158 |
|
|
2021
Q4 | $238K | Buy |
1,380
+37
| +3% | +$6.38K | 0.06% | 149 |
|
|
2021
Q3 | $201K | Buy |
1,343
+4
| +0.3% | +$599 | 0.06% | 164 |
|
|
2021
Q2 | $212K | Buy |
+1,339
| New | +$212K | 0.06% | 160 |
|
|
2021
Q1 | – | Sell |
-1,370
| Closed | -$165K | – | 410 |
|
|
2020
Q4 | $165K | Buy |
+1,370
| New | +$165K | 0.06% | 158 |
|