SDWMA
Schneider Downs Wealth Management Advisors’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Hold |
5,569
| – | – | 0.3% | 46 |
|
|
2025
Q1 | $1.51M | Hold |
5,569
| – | – | 0.27% | 46 |
|
|
2024
Q4 | $1.85M | Hold |
5,569
| – | – | 0.35% | 38 |
|
|
2024
Q3 | $1.85M | Hold |
5,569
| – | – | 0.38% | 36 |
|
|
2024
Q2 | $1.75M | Hold |
5,569
| – | – | 0.39% | 37 |
|
|
2024
Q1 | $1.74M | Buy |
5,569
+54
| +1% | +$16.9K | 0.4% | 36 |
|
|
2023
Q4 | $1.33M | Sell |
5,515
-1,706
| -24% | -$411K | 0.35% | 42 |
|
|
2023
Q3 | $1.54M | Buy |
7,221
+3,370
| +88% | +$719K | 0.36% | 35 |
|
|
2023
Q2 | $774K | Hold |
3,851
| – | – | 0.18% | 50 |
|
|
2023
Q1 | $660K | Hold |
3,851
| – | – | 0.14% | 55 |
|
|
2022
Q4 | $604K | Sell |
3,851
-231
| -6% | -$36.3K | 0.13% | 55 |
|
|
2022
Q3 | $544K | Sell |
4,082
-1,098
| -21% | -$146K | 0.16% | 59 |
|
|
2022
Q2 | $653K | Hold |
5,180
| – | – | 0.18% | 59 |
|
|
2022
Q1 | $786K | Sell |
5,180
-357
| -6% | -$54.2K | 0.2% | 51 |
|
|
2021
Q4 | $957K | Sell |
5,537
-87
| -2% | -$15K | 0.23% | 49 |
|
|
2021
Q3 | $840K | Buy |
5,624
+383
| +7% | +$57.2K | 0.22% | 52 |
|
|
2021
Q2 | $777K | Buy |
5,241
+3
| +0.1% | +$445 | 0.2% | 50 |
|
|
2021
Q1 | $724K | Buy |
5,238
+107
| +2% | +$14.8K | 0.18% | 51 |
|
|
2020
Q4 | $616K | Buy |
5,131
+90
| +2% | +$10.8K | 0.17% | 42 |
|
|
2020
Q3 | $514K | Buy |
5,041
+5
| +0.1% | +$510 | 0.17% | 46 |
|
|
2020
Q2 | $441K | Hold |
5,036
| – | – | 0.15% | 46 |
|
|
2020
Q1 | $391K | Buy |
5,036
+1,185
| +31% | +$92K | 0.14% | 49 |
|
|
2019
Q4 | $365K | Hold |
3,851
| – | – | 0.11% | 42 |
|
|
2019
Q3 | $320K | Hold |
3,851
| – | – | 0.1% | 43 |
|
|
2019
Q2 | $321K | Buy |
+3,851
| New | +$321K | 0.11% | 49 |
|