Smith Salley 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 | $5.66M | Buy |
15,868
+559
| +4% | +$200K | 0.33% | 60 |
|
|
2025
Q1 | $4.16M | Buy |
15,309
+443
| +3% | +$120K | 0.27% | 66 |
|
|
2024
Q4 | $4.93M | Sell |
14,866
-385
| -3% | -$128K | 0.32% | 59 |
|
|
2024
Q3 | $5.05M | Buy |
15,251
+317
| +2% | +$105K | 0.33% | 58 |
|
|
2024
Q2 | $4.68M | Sell |
14,934
-1,912
| -11% | -$599K | 0.34% | 57 |
|
|
2024
Q1 | $5.27M | Sell |
16,846
-8,910
| -35% | -$2.79M | 0.41% | 57 |
|
|
2023
Q4 | $6.2M | Sell |
25,756
-455
| -2% | -$110K | 0.4% | 56 |
|
|
2023
Q3 | $5.59M | Sell |
26,211
-5,864
| -18% | -$1.25M | 0.41% | 59 |
|
|
2023
Q2 | $6.45M | Buy |
32,075
+412
| +1% | +$82.9K | 0.48% | 55 |
|
|
2023
Q1 | $5.43M | Buy |
31,663
+538
| +2% | +$92.2K | 0.43% | 57 |
|
|
2022
Q4 | $4.89M | Buy |
31,125
+80
| +0.3% | +$12.6K | 0.42% | 59 |
|
|
2022
Q3 | $4.14M | Buy |
31,045
+459
| +2% | +$61.2K | 0.39% | 67 |
|
|
2022
Q2 | $3.85M | Buy |
30,586
+1,025
| +3% | +$129K | 0.33% | 71 |
|
|
2022
Q1 | $4.49M | Buy |
29,561
+327
| +1% | +$49.6K | 0.34% | 71 |
|
|
2021
Q4 | $5.05M | Sell |
29,234
-91
| -0.3% | -$15.7K | 0.36% | 66 |
|
|
2021
Q3 | $4.38M | Buy |
29,325
+876
| +3% | +$131K | 0.34% | 67 |
|
|
2021
Q2 | $4.22M | Sell |
28,449
-7,835
| -22% | -$1.16M | 0.34% | 66 |
|
|
2021
Q1 | $5.02M | Buy |
36,284
+855
| +2% | +$118K | 0.45% | 58 |
|
|
2020
Q4 | $4.26M | Sell |
35,429
-66
| -0.2% | -$7.93K | 0.43% | 58 |
|
|
2020
Q3 | $3.62M | Buy |
35,495
+147
| +0.4% | +$15K | 0.44% | 60 |
|
|
2020
Q2 | $3.09M | Buy |
35,348
+814
| +2% | +$71.2K | 0.41% | 65 |
|
|
2020
Q1 | $2.68M | Sell |
34,534
-1,137
| -3% | -$88.3K | 0.45% | 62 |
|
|
2019
Q4 | $3.38M | Sell |
35,671
-365
| -1% | -$34.6K | 0.45% | 65 |
|
|
2019
Q3 | $3M | Buy |
36,036
+1,797
| +5% | +$149K | 0.43% | 69 |
|
|
2019
Q2 | $2.85M | Sell |
34,239
-1,377
| -4% | -$115K | 0.43% | 67 |
|
|
2019
Q1 | $2.87M | Buy |
35,616
+1,113
| +3% | +$89.7K | 0.46% | 66 |
|
|
2018
Q4 | $2.37M | Sell |
34,503
-1,756
| -5% | -$121K | 0.44% | 71 |
|
|
2018
Q3 | $3.14M | Sell |
36,259
-1,860
| -5% | -$161K | 0.5% | 64 |
|
|
2018
Q2 | $2.85M | Buy |
38,119
+305
| +0.8% | +$22.8K | 0.49% | 66 |
|
|
2018
Q1 | $3.02M | Buy |
37,814
+892
| +2% | +$71.3K | 0.54% | 65 |
|
|
2017
Q4 | $2.92M | Buy |
36,922
+1,005
| +3% | +$79.4K | 0.52% | 68 |
|
|
2017
Q3 | $2.76M | Buy |
35,917
+242
| +0.7% | +$18.6K | 0.53% | 72 |
|
|
2017
Q2 | $2.78M | Buy |
35,675
+381
| +1% | +$29.7K | 0.56% | 68 |
|
|
2017
Q1 | $2.62M | Buy |
+35,294
| New | +$2.62M | 0.54% | 67 |
|