SWM
Scissortail Wealth Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
15,964
+620
| +4% | +$221K | 1.37% | 23 |
|
|
2025
Q1 | $4.17M | Sell |
15,344
-757
| -5% | -$206K | 1.07% | 34 |
|
|
2024
Q4 | $5.34M | Buy |
16,101
+15,713
| +4,050% | +$5.21M | 1.37% | 24 |
|
|
2024
Q3 | $5.45M | Sell |
388
-18,825
| -98% | -$265M | 1.32% | 26 |
|
|
2024
Q2 | $6.02M | Sell |
19,213
-893
| -4% | -$280K | 1.53% | 21 |
|
|
2024
Q1 | $6.29M | Sell |
20,106
-11,073
| -36% | -$3.46M | 1.66% | 18 |
|
|
2023
Q4 | $7.75M | Buy |
+31,179
| New | +$7.75M | 2.46% | 9 |
|
|
2023
Q3 | – | Sell |
-20,030
| Closed | -$4.2M | – | 51 |
|
|
2023
Q2 | $4.2M | Buy |
+20,030
| New | +$4.2M | 3.45% | 10 |
|
|
2023
Q1 | – | Sell |
-33,701
| Closed | -$5.76M | – | 73 |
|
|
2022
Q4 | $5.76M | Buy |
+33,701
| New | +$5.76M | 3.34% | 10 |
|
|
2022
Q3 | – | Sell |
-21,985
| Closed | -$3.8M | – | 102 |
|
|
2022
Q2 | $3.8M | Buy |
+21,985
| New | +$3.8M | 1.46% | 21 |
|
|
2022
Q1 | – | Sell |
-21,985
| Closed | -$3.8M | – | 104 |
|
|
2021
Q4 | $3.8M | Buy |
+21,985
| New | +$3.8M | 1.46% | 21 |
|