Sigma Investment Counselors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.37M | Buy |
9,447
+567
| +6% | +$202K | 0.19% | 76 |
|
2025
Q1 | $2.41M | Sell |
8,880
-315
| -3% | -$85.6K | 0.15% | 84 |
|
2024
Q4 | $3.05M | Buy |
9,195
+7,578
| +469% | +$2.51M | 0.18% | 79 |
|
2024
Q3 | $536K | Buy |
1,617
+18
| +1% | +$5.97K | 0.03% | 123 |
|
2024
Q2 | $501K | Sell |
1,599
-116
| -7% | -$36.4K | 0.03% | 124 |
|
2024
Q1 | $536K | Buy |
1,715
+116
| +7% | +$36.3K | 0.03% | 123 |
|
2023
Q4 | $385K | Hold |
1,599
| – | – | 0.03% | 142 |
|
2023
Q3 | $341K | Hold |
1,599
| – | – | 0.03% | 146 |
|
2023
Q2 | $322K | Hold |
1,599
| – | – | 0.02% | 151 |
|
2023
Q1 | $274K | Hold |
1,599
| – | – | 0.02% | 164 |
|
2022
Q4 | $251K | Hold |
1,599
| – | – | 0.02% | 164 |
|
2022
Q3 | $213K | Hold |
1,599
| – | – | 0.02% | 169 |
|
2022
Q2 | $201K | Hold |
1,599
| – | – | 0.02% | 179 |
|
2022
Q1 | $243K | Hold |
1,599
| – | – | 0.02% | 166 |
|
2021
Q4 | $276K | Sell |
1,599
-11
| -0.7% | -$1.9K | 0.02% | 163 |
|
2021
Q3 | $240K | Buy |
1,610
+11
| +0.7% | +$1.64K | 0.02% | 173 |
|
2021
Q2 | $237K | Hold |
1,599
| – | – | 0.02% | 175 |
|
2021
Q1 | $221K | Buy |
+1,599
| New | +$221K | 0.02% | 170 |
|