Shepherd Financial Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Buy |
1,818
+33
| +2% | +$11.8K | 0.07% | 133 |
|
|
2025
Q1 | $485K | Buy |
1,785
+46
| +3% | +$12.5K | 0.06% | 154 |
|
|
2024
Q4 | $577K | Sell |
1,739
-8
| -0.5% | -$2.66K | 0.07% | 134 |
|
|
2024
Q3 | $579K | Hold |
1,747
| – | – | 0.07% | 135 |
|
|
2024
Q2 | $548K | Buy |
1,747
+1
| +0.1% | +$314 | 0.07% | 139 |
|
|
2024
Q1 | $546K | Buy |
1,746
+6
| +0.3% | +$1.88K | 0.07% | 142 |
|
|
2023
Q4 | $419K | Buy |
1,740
+22
| +1% | +$5.3K | 0.06% | 155 |
|
|
2023
Q3 | $366K | Buy |
1,718
+313
| +22% | +$66.7K | 0.06% | 155 |
|
|
2023
Q2 | $283K | Sell |
1,405
-21
| -1% | -$4.22K | 0.04% | 162 |
|
|
2023
Q1 | $244K | Buy |
1,426
+6
| +0.4% | +$1.03K | 0.04% | 161 |
|
|
2022
Q4 | $223K | Buy |
+1,420
| New | +$223K | 0.04% | 162 |
|