Sax Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $919K | Buy |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $608K | Sell |
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|
2024
Q4 | $761K | Buy |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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