SWS 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 | $3.29M | Sell |
9,226
-1,140
| -11% | -$407K | 0.89% | 36 |
|
2025
Q1 | $2.82M | Buy |
10,366
+303
| +3% | +$82.4K | 0.92% | 38 |
|
2024
Q4 | $3.34M | Buy |
10,063
+329
| +3% | +$109K | 1.01% | 26 |
|
2024
Q3 | $3.23M | Sell |
9,734
-2,638
| -21% | -$874K | 1.03% | 23 |
|
2024
Q2 | $3.88M | Buy |
12,372
+769
| +7% | +$241K | 1.16% | 24 |
|
2024
Q1 | $3.63M | Sell |
11,603
-2,807
| -19% | -$878K | 1.08% | 32 |
|
2023
Q4 | $3.47M | Sell |
14,410
-296
| -2% | -$71.3K | 1.13% | 28 |
|
2023
Q3 | $3.14M | Sell |
14,706
-811
| -5% | -$173K | 1.16% | 25 |
|
2023
Q2 | $3.12M | Buy |
15,517
+1,314
| +9% | +$264K | 1.12% | 22 |
|
2023
Q1 | $2.43M | Sell |
14,203
-1,248
| -8% | -$214K | 0.91% | 40 |
|
2022
Q4 | $2.43M | Buy |
15,451
+710
| +5% | +$111K | 1.15% | 32 |
|
2022
Q3 | $1.97M | Sell |
14,741
-1,177
| -7% | -$157K | 0.91% | 43 |
|
2022
Q2 | $2.01M | Buy |
15,918
+4
| +0% | +$504 | 1.69% | 28 |
|
2022
Q1 | $2.42M | Buy |
15,914
+605
| +4% | +$92.1K | 1.58% | 26 |
|
2021
Q4 | $2.65M | Sell |
15,309
-346
| -2% | -$59.8K | 1.5% | 24 |
|
2021
Q3 | $2.34M | Sell |
15,655
-3,351
| -18% | -$500K | 1.45% | 20 |
|
2021
Q2 | $2.82M | Buy |
19,006
+13
| +0.1% | +$1.93K | 1.83% | 11 |
|
2021
Q1 | $2.63M | Sell |
18,993
-553
| -3% | -$76.5K | 1.81% | 11 |
|
2020
Q4 | $2.35M | Buy |
19,546
+246
| +1% | +$29.6K | 1.05% | 27 |
|
2020
Q3 | $1.97M | Buy |
19,300
+2,377
| +14% | +$243K | 0.99% | 28 |
|
2020
Q2 | $1.58M | Sell |
16,923
-1,377
| -8% | -$128K | 2.01% | 10 |
|
2020
Q1 | $1.42M | Buy |
+18,300
| New | +$1.42M | 1.02% | 28 |
|
2019
Q3 | $2M | Buy |
21,851
+591
| +3% | +$54K | 1.18% | 29 |
|
2019
Q2 | $1.68M | Buy |
+21,260
| New | +$1.68M | 1.07% | 30 |
|
2018
Q4 | $1.55M | Sell |
22,529
-2,633
| -10% | -$181K | 1.17% | 34 |
|
2018
Q3 | $2.69M | Buy |
25,162
+207
| +0.8% | +$22.1K | 1.71% | 14 |
|
2018
Q2 | $1.87M | Buy |
24,955
+4,103
| +20% | +$307K | 1.31% | 34 |
|
2018
Q1 | $1.62M | Buy |
20,852
+288
| +1% | +$22.4K | 1.19% | 30 |
|
2017
Q4 | $1.63M | Buy |
+20,564
| New | +$1.63M | 1.22% | 33 |
|