Summit Trail Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
13,384
+5,223
| +64% | +$1.86M | 0.08% | 126 |
|
|
2025
Q1 | $2.22M | Buy |
8,161
+1,840
| +29% | +$500K | 0.07% | 85 |
|
|
2024
Q4 | $2.1M | Buy |
6,321
+1,242
| +24% | +$412K | 0.08% | 84 |
|
|
2024
Q3 | $1.68M | Buy |
5,079
+703
| +16% | +$233K | 0.04% | 183 |
|
|
2024
Q2 | $1.37M | Sell |
4,376
-1,748
| -29% | -$548K | 0.04% | 184 |
|
|
2024
Q1 | $1.91M | Buy |
6,124
+1,120
| +22% | +$350K | 0.05% | 134 |
|
|
2023
Q4 | $1.21M | Buy |
5,004
+262
| +6% | +$63.1K | 0.04% | 148 |
|
|
2023
Q3 | $1.01M | Buy |
4,742
+1,310
| +38% | +$279K | 0.04% | 162 |
|
|
2023
Q2 | $690K | Buy |
3,432
+745
| +28% | +$150K | 0.03% | 211 |
|
|
2023
Q1 | $460K | Buy |
+2,687
| New | +$460K | 0.02% | 231 |
|
|
2018
Q4 | – | Sell |
-1,548
| Closed | -$134K | – | 157 |
|
|
2018
Q3 | $134K | Buy |
+1,548
| New | +$134K | 0.03% | 232 |
|
|
2018
Q1 | – | Sell |
-2,115
| Closed | -$176K | – | 815 |
|
|
2017
Q4 | $176K | Buy |
+2,115
| New | +$176K | 0.02% | 468 |
|