Secure Asset Management’s Eaton ETN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,210
Closed -$873K 318
2025
Q1
$873K Buy
3,210
+277
+9% +$75.3K 0.17% 128
2024
Q4
$973K Buy
2,933
+188
+7% +$62.4K 0.15% 132
2024
Q3
$910K Buy
2,745
+223
+9% +$73.9K 0.15% 138
2024
Q2
$791K Buy
+2,522
New +$791K 0.15% 135
2021
Q3
Sell
-1,574
Closed -$233K 188
2021
Q2
$233K Buy
+1,574
New +$233K 0.12% 162