Sage Private Wealth 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 | $859K | Sell |
2,407
-305
| -11% | -$109K | 0.55% | 20 |
|
|
2025
Q1 | $737K | Sell |
2,712
-132
| -5% | -$35.9K | 0.56% | 19 |
|
|
2024
Q4 | $944K | Sell |
2,844
-18
| -0.6% | -$5.98K | 0.71% | 14 |
|
|
2024
Q3 | $949K | Buy |
2,862
+681
| +31% | +$226K | 0.75% | 12 |
|
|
2024
Q2 | $684K | Buy |
2,181
+71
| +3% | +$22.3K | 0.58% | 18 |
|
|
2024
Q1 | $660K | Buy |
2,110
+406
| +24% | +$127K | 0.53% | 20 |
|
|
2023
Q4 | $410K | Sell |
1,704
-262
| -13% | -$63.1K | 0.37% | 34 |
|
|
2023
Q3 | $419K | Buy |
1,966
+12
| +0.6% | +$2.56K | 0.58% | 18 |
|
|
2023
Q2 | $393K | Buy |
1,954
+1
| +0.1% | +$201 | 0.54% | 21 |
|
|
2023
Q1 | $335K | Sell |
1,953
-261
| -12% | -$44.7K | 0.38% | 27 |
|
|
2022
Q4 | $347K | Sell |
2,214
-66
| -3% | -$10.4K | 0.41% | 25 |
|
|
2022
Q3 | $304K | Sell |
2,280
-460
| -17% | -$61.3K | 0.4% | 29 |
|
|
2022
Q2 | $345K | Buy |
2,740
+472
| +21% | +$59.4K | 0.5% | 27 |
|
|
2022
Q1 | $344K | Buy |
2,268
+234
| +12% | +$35.5K | 0.33% | 33 |
|
|
2021
Q4 | $351K | Buy |
2,034
+46
| +2% | +$7.94K | 0.44% | 28 |
|
|
2021
Q3 | $297K | Buy |
1,988
+32
| +2% | +$4.78K | 0.41% | 28 |
|
|
2021
Q2 | $290K | Buy |
1,956
+13
| +0.7% | +$1.93K | 0.39% | 29 |
|
|
2021
Q1 | $269K | Sell |
1,943
-90
| -4% | -$12.5K | 0.46% | 27 |
|
|
2020
Q4 | $244K | Buy |
+2,033
| New | +$244K | 0.68% | 26 |
|