Sax 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 | $794K | Sell |
2,225
-10
| -0.4% | -$3.57K | 0.05% | 197 |
|
|
2025
Q1 | $608K | Sell |
2,235
-57
| -2% | -$15.5K | 0.04% | 192 |
|
|
2024
Q4 | $761K | Buy |
2,292
+247
| +12% | +$82K | 0.06% | 146 |
|
|
2024
Q3 | $678K | Buy |
2,045
+335
| +20% | +$111K | 0.06% | 128 |
|
|
2024
Q2 | $536K | Buy |
1,710
+481
| +39% | +$151K | 0.05% | 137 |
|
|
2024
Q1 | $384K | Hold |
1,229
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $296K | Sell |
1,229
-47
| -4% | -$11.3K | 0.05% | 149 |
|
|
2023
Q3 | $272K | Hold |
1,276
| – | – | 0.05% | 143 |
|
|
2023
Q2 | $257K | Hold |
1,276
| – | – | 0.05% | 147 |
|
|
2023
Q1 | $219K | Hold |
1,276
| – | – | 0.05% | 163 |
|
|
2022
Q4 | $200K | Buy |
+1,276
| New | +$200K | 0.05% | 162 |
|
|
2022
Q1 | – | Sell |
-1,276
| Closed | -$221K | – | 177 |
|
|
2021
Q4 | $221K | Buy |
+1,276
| New | +$221K | 0.05% | 166 |
|