Summit Wealth Group’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+603
| New | +$215K | 0.06% | 109 |
|
|
2025
Q1 | – | Sell |
-642
| Closed | -$213K | – | 102 |
|
|
2024
Q4 | $213K | Sell |
642
-131
| -17% | -$43.5K | 0.06% | 96 |
|
|
2024
Q3 | $256K | Hold |
773
| – | – | 0.07% | 85 |
|
|
2024
Q2 | $242K | Hold |
773
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $242K | Buy |
+773
| New | +$242K | 0.16% | 41 |
|
|
2023
Q4 | – | Sell |
-1,049
| Closed | -$224K | – | 43 |
|
|
2023
Q3 | $224K | Hold |
1,049
| – | – | 0.2% | 36 |
|
|
2023
Q2 | $211K | Sell |
1,049
-178,687
| -99% | -$35.9M | 0.09% | 73 |
|
|
2023
Q1 | $1K | Buy |
+179,736
| New | +$1K | 0.02% | 115 |
|
|
2022
Q1 | – | Sell |
-1,292
| Closed | -$223K | – | 30 |
|
|
2021
Q4 | $223K | Sell |
1,292
-496
| -28% | -$85.6K | 0.25% | 29 |
|
|
2021
Q3 | $267K | Buy |
1,788
+1,605
| +877% | +$240K | 0.42% | 36 |
|
|
2021
Q2 | $27K | Buy |
183
+25
| +16% | +$3.69K | 0.04% | 67 |
|
|
2021
Q1 | $22K | Buy |
+158
| New | +$22K | 0.04% | 65 |
|