Sheets Smith Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
1,146
+107
| +10% | +$38.2K | 0.05% | 305 |
|
|
2025
Q1 | $282K | Hold |
1,039
| – | – | 0.04% | 307 |
|
|
2024
Q4 | $345K | Hold |
1,039
| – | – | 0.04% | 303 |
|
|
2024
Q3 | $344K | Hold |
1,039
| – | – | 0.04% | 302 |
|
|
2024
Q2 | $326K | Hold |
1,039
| – | – | 0.04% | 305 |
|
|
2024
Q1 | $325K | Buy |
1,039
+17
| +2% | +$5.32K | 0.04% | 311 |
|
|
2023
Q4 | $246K | Hold |
1,022
| – | – | 0.04% | 307 |
|
|
2023
Q3 | $218K | Hold |
1,022
| – | – | 0.03% | 299 |
|
|
2023
Q2 | $206K | Buy |
+1,022
| New | +$206K | 0.03% | 311 |
|
|
2022
Q2 | – | Sell |
-1,466
| Closed | -$222K | – | 317 |
|
|
2022
Q1 | $222K | Hold |
1,466
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $253K | Sell |
1,466
-2
| -0.1% | -$345 | 0.03% | 331 |
|
|
2021
Q3 | $219K | Buy |
1,468
+2
| +0.1% | +$298 | 0.03% | 343 |
|
|
2021
Q2 | $217K | Hold |
1,466
| – | – | 0.03% | 342 |
|
|
2021
Q1 | $203K | Buy |
+1,466
| New | +$203K | 0.03% | 319 |
|