SVWAG
Sound View Wealth Advisors Group’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
3,667
+16
| +0.4% | +$5.71K | 0.1% | 163 |
|
|
2025
Q1 | $992K | Buy |
3,651
+64
| +2% | +$17.4K | 0.08% | 175 |
|
|
2024
Q4 | $1.19M | Buy |
3,587
+38
| +1% | +$12.6K | 0.1% | 166 |
|
|
2024
Q3 | $1.18M | Sell |
3,549
-87
| -2% | -$28.8K | 0.1% | 167 |
|
|
2024
Q2 | $1.14M | Buy |
3,636
+276
| +8% | +$86.5K | 0.12% | 151 |
|
|
2024
Q1 | $1.05M | Sell |
3,360
-119
| -3% | -$37.2K | 0.11% | 158 |
|
|
2023
Q4 | $838K | Sell |
3,479
-176
| -5% | -$42.4K | 0.09% | 178 |
|
|
2023
Q3 | $780K | Buy |
3,655
+155
| +4% | +$33.1K | 0.1% | 173 |
|
|
2023
Q2 | $704K | Sell |
3,500
-63
| -2% | -$12.7K | 0.09% | 183 |
|
|
2023
Q1 | $610K | Buy |
3,563
+84
| +2% | +$14.4K | 0.08% | 194 |
|
|
2022
Q4 | $838K | Buy |
3,479
+1,123
| +48% | +$270K | 0.09% | 178 |
|
|
2022
Q3 | $314K | Sell |
2,356
-49
| -2% | -$6.53K | 0.07% | 204 |
|
|
2022
Q2 | $303K | Hold |
2,405
| – | – | 0.06% | 221 |
|
|
2022
Q1 | $365K | Buy |
2,405
+174
| +8% | +$26.4K | 0.07% | 209 |
|
|
2021
Q4 | $386K | Sell |
2,231
-1
| -0% | -$173 | 0.07% | 202 |
|
|
2021
Q3 | $333K | Buy |
2,232
+19
| +0.9% | +$2.84K | 0.07% | 216 |
|
|
2021
Q2 | $328K | Buy |
2,213
+13
| +0.6% | +$1.93K | 0.07% | 222 |
|
|
2021
Q1 | $304K | Sell |
2,200
-142
| -6% | -$19.6K | 0.07% | 217 |
|
|
2020
Q4 | $281K | Buy |
2,342
+4
| +0.2% | +$480 | 0.07% | 211 |
|
|
2020
Q3 | $239K | Hold |
2,338
| – | – | 0.06% | 221 |
|
|
2020
Q2 | $205K | Buy |
+2,338
| New | +$205K | 0.06% | 231 |
|