Strategic Wealth 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 | $8.8M | Buy |
+24,660
| New | +$8.8M | 0.69% | 48 |
|
|
2024
Q4 | $368K | Buy |
1,194
+167
| +16% | +$51.4K | 0.03% | 240 |
|
|
2024
Q3 | $340K | Buy |
1,027
+30
| +3% | +$9.94K | 0.03% | 241 |
|
|
2024
Q2 | $313K | Sell |
997
-5
| -0.5% | -$1.57K | 0.03% | 236 |
|
|
2024
Q1 | $313K | Buy |
1,002
+80
| +9% | +$25K | 0.03% | 225 |
|
|
2023
Q4 | $222K | Sell |
922
-273
| -23% | -$65.7K | 0.03% | 258 |
|
|
2023
Q3 | $255K | Hold |
1,195
| – | – | 0.03% | 252 |
|
|
2023
Q2 | $240K | Buy |
+1,195
| New | +$240K | 0.03% | 264 |
|
|
2019
Q4 | – | Sell |
-2,184
| Closed | -$8.07K | – | 242 |
|
|
2019
Q3 | $8.07K | Sell |
2,184
-9,270
| -81% | -$34.2K | 0.04% | 154 |
|
|
2019
Q2 | $954K | Sell |
11,454
-1,988
| -15% | -$166K | 0.46% | 65 |
|
|
2019
Q1 | $1.11M | Buy |
13,442
+1,087
| +9% | +$89.4K | 0.51% | 60 |
|
|
2018
Q4 | $873K | Buy |
12,355
+94
| +0.8% | +$6.64K | 0.44% | 73 |
|
|
2018
Q3 | $1.06M | Buy |
12,261
+1,538
| +14% | +$133K | 0.57% | 60 |
|
|
2018
Q2 | $801K | Buy |
10,723
+822
| +8% | +$61.4K | 0.46% | 71 |
|
|
2018
Q1 | $791K | Buy |
+9,901
| New | +$791K | 0.41% | 87 |
|