Summit Financial Strategies’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$821K Sell
2025
Q2
$789K Sell
2025
Q1
$610K Buy
2024
Q4
$561K Sell
2024
Q3
$607K Sell
2024
Q2
$605K Sell
2024
Q1
$607K Buy
2023
Q4
$465K Hold
2023
Q3
$412K Hold
2023
Q2
$388K Buy
2023
Q1
$314K Hold
2022
Q4
$287K Sell
2022
Q3
$451K Buy
2022
Q2
$244K Buy