River 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
Q2 | $11.8M | Buy |
32,923
+1,130
| +4% | +$403K | 1.46% | 18 |
|
|
2025
Q1 | $8.64M | Buy |
31,793
+1,083
| +4% | +$294K | 1.2% | 19 |
|
|
2024
Q4 | $10.2M | Buy |
30,710
+894
| +3% | +$297K | 1.35% | 16 |
|
|
2024
Q3 | $9.88M | Buy |
29,816
+229
| +0.8% | +$75.9K | 1.32% | 16 |
|
|
2024
Q2 | $9.28M | Buy |
29,587
+759
| +3% | +$238K | 1.33% | 16 |
|
|
2024
Q1 | $9.01M | Buy |
28,828
+526
| +2% | +$164K | 1.31% | 17 |
|
|
2023
Q4 | $6.82M | Buy |
28,302
+228
| +0.8% | +$54.9K | 1.09% | 22 |
|
|
2023
Q3 | $5.99M | Sell |
28,074
-77
| -0.3% | -$16.4K | 1.07% | 21 |
|
|
2023
Q2 | $5.66M | Sell |
28,151
-27
| -0.1% | -$5.43K | 0.96% | 24 |
|
|
2023
Q1 | $4.83M | Sell |
28,178
-1,212
| -4% | -$208K | 0.88% | 26 |
|
|
2022
Q4 | $4.61M | Sell |
29,390
-631
| -2% | -$99K | 0.89% | 28 |
|
|
2022
Q3 | $4M | Sell |
30,021
-2,373
| -7% | -$316K | 0.86% | 28 |
|
|
2022
Q2 | $4.08M | Sell |
32,394
-458
| -1% | -$57.7K | 0.75% | 33 |
|
|
2022
Q1 | $4.99M | Buy |
32,852
+1,261
| +4% | +$191K | 0.8% | 33 |
|
|
2021
Q4 | $5.46M | Buy |
31,591
+743
| +2% | +$128K | 0.85% | 33 |
|
|
2021
Q3 | $4.61M | Buy |
30,848
+1,220
| +4% | +$182K | 0.79% | 33 |
|
|
2021
Q2 | $4.39M | Buy |
29,628
+347
| +1% | +$51.4K | 0.77% | 34 |
|
|
2021
Q1 | $4.05M | Buy |
29,281
+1,649
| +6% | +$228K | 0.76% | 35 |
|
|
2020
Q4 | $3.32M | Buy |
27,632
+2,789
| +11% | +$335K | 0.72% | 39 |
|
|
2020
Q3 | $2.54M | Buy |
24,843
+921
| +4% | +$94K | 0.66% | 49 |
|
|
2020
Q2 | $2.09M | Buy |
23,922
+893
| +4% | +$78.1K | 0.64% | 48 |
|
|
2020
Q1 | $1.79M | Buy |
23,029
+568
| +3% | +$44.1K | 0.71% | 47 |
|
|
2019
Q4 | $2.13M | Buy |
22,461
+1,581
| +8% | +$150K | 0.72% | 52 |
|
|
2019
Q3 | $1.74M | Buy |
20,880
+1,207
| +6% | +$100K | 0.66% | 58 |
|
|
2019
Q2 | $1.64M | Buy |
19,673
+2,213
| +13% | +$184K | 0.64% | 58 |
|
|
2019
Q1 | $1.41M | Buy |
17,460
+2,348
| +16% | +$189K | 0.59% | 58 |
|
|
2018
Q4 | $1.04M | Buy |
15,112
+769
| +5% | +$52.8K | 0.46% | 69 |
|
|
2018
Q3 | $1.24M | Buy |
14,343
+1,287
| +10% | +$112K | 0.46% | 74 |
|
|
2018
Q2 | $976K | Buy |
13,056
+2,737
| +27% | +$205K | 0.38% | 84 |
|
|
2018
Q1 | $825K | Buy |
10,319
+158
| +2% | +$12.6K | 0.35% | 94 |
|
|
2017
Q4 | $803K | Sell |
10,161
-723
| -7% | -$57.1K | 0.33% | 97 |
|
|
2017
Q3 | $836K | Sell |
10,884
-90
| -0.8% | -$6.91K | 0.38% | 90 |
|
|
2017
Q2 | $854K | Buy |
10,974
+77
| +0.7% | +$5.99K | 0.4% | 88 |
|
|
2017
Q1 | $808K | Sell |
10,897
-1,700
| -13% | -$126K | 0.39% | 87 |
|
|
2016
Q4 | $845K | Sell |
12,597
-323
| -3% | -$21.7K | 0.43% | 82 |
|
|
2016
Q3 | $849K | Sell |
12,920
-1,068
| -8% | -$70.2K | 0.47% | 76 |
|
|
2016
Q2 | $836K | Sell |
13,988
-623
| -4% | -$37.2K | 0.48% | 74 |
|
|
2016
Q1 | $914K | Sell |
14,611
-648
| -4% | -$40.5K | 0.55% | 68 |
|
|
2015
Q4 | $794K | Sell |
15,259
-758
| -5% | -$39.4K | 0.5% | 72 |
|
|
2015
Q3 | $822K | Buy |
16,017
+889
| +6% | +$45.6K | 0.56% | 65 |
|
|
2015
Q2 | $1.02M | Buy |
15,128
+229
| +2% | +$15.5K | 0.65% | 59 |
|
|
2015
Q1 | $1.01M | Buy |
+14,899
| New | +$1.01M | 0.63% | 61 |
|