Summit Financial Strategies’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
2,211
-32
| -1% | -$11.4K | 0.07% | 68 |
|
|
2025
Q1 | $610K | Buy |
2,243
+553
| +33% | +$150K | 0.06% | 71 |
|
|
2024
Q4 | $561K | Sell |
1,690
-140
| -8% | -$46.5K | 0.06% | 76 |
|
|
2024
Q3 | $607K | Sell |
1,830
-101
| -5% | -$33.5K | 0.07% | 70 |
|
|
2024
Q2 | $605K | Sell |
1,931
-9
| -0.5% | -$2.82K | 0.08% | 70 |
|
|
2024
Q1 | $607K | Buy |
1,940
+9
| +0.5% | +$2.81K | 0.08% | 69 |
|
|
2023
Q4 | $465K | Hold |
1,931
| – | – | 0.07% | 74 |
|
|
2023
Q3 | $412K | Hold |
1,931
| – | – | 0.08% | 74 |
|
|
2023
Q2 | $388K | Buy |
1,931
+100
| +5% | +$20.1K | 0.07% | 84 |
|
|
2023
Q1 | $314K | Hold |
1,831
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $287K | Sell |
1,831
-1,554
| -46% | -$244K | 0.06% | 92 |
|
|
2022
Q3 | $451K | Buy |
3,385
+1,450
| +75% | +$193K | 0.11% | 65 |
|
|
2022
Q2 | $244K | Buy |
+1,935
| New | +$244K | 0.06% | 97 |
|