Ridgecrest Wealth Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
+728
| New | +$260K | 0.14% | 90 |
|
|
2025
Q1 | – | Sell |
-828
| Closed | -$275K | – | 114 |
|
|
2024
Q4 | $275K | Sell |
828
-350
| -30% | -$116K | 0.15% | 82 |
|
|
2024
Q3 | $390K | Buy |
1,178
+100
| +9% | +$33.1K | 0.2% | 73 |
|
|
2024
Q2 | $338K | Hold |
1,078
| – | – | 0.2% | 75 |
|
|
2024
Q1 | $337K | Hold |
1,078
| – | – | 0.2% | 74 |
|
|
2023
Q4 | $260K | Hold |
1,078
| – | – | 0.17% | 80 |
|
|
2023
Q3 | $230K | Hold |
1,078
| – | – | 0.16% | 85 |
|
|
2023
Q2 | $217K | Buy |
+1,078
| New | +$217K | 0.14% | 92 |
|