Strait & Sound 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 | $419K | Buy |
1,173
+50
| +4% | +$17.8K | 0.18% | 96 |
|
2025
Q1 | $305K | Hold |
1,123
| – | – | 0.14% | 117 |
|
2024
Q4 | $373K | Sell |
1,123
-86
| -7% | -$28.5K | 0.17% | 97 |
|
2024
Q3 | $401K | Sell |
1,209
-90
| -7% | -$29.8K | 0.19% | 90 |
|
2024
Q2 | $407K | Sell |
1,299
-3
| -0.2% | -$941 | 0.21% | 81 |
|
2024
Q1 | $413K | Hold |
1,302
| – | – | 0.23% | 73 |
|
2023
Q4 | $309K | Hold |
1,302
| – | – | 0.19% | 92 |
|
2023
Q3 | $278K | Sell |
1,302
-29
| -2% | -$6.19K | 0.24% | 96 |
|
2023
Q2 | $268K | Sell |
1,331
-659
| -33% | -$133K | 0.27% | 84 |
|
2023
Q1 | $341K | Hold |
1,990
| – | – | 0.34% | 71 |
|
2022
Q4 | $323K | Buy |
+1,990
| New | +$323K | 0.35% | 73 |
|