SAM
Synergy Asset Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Sell |
19,000
-5,499
| -22% | -$1.96M | 0.78% | 26 |
|
|
2025
Q1 | $6.66M | Sell |
24,499
-17,297
| -41% | -$4.7M | 0.84% | 28 |
|
|
2024
Q4 | $13.9M | Buy |
41,796
+18,151
| +77% | +$6.02M | 1.07% | 22 |
|
|
2024
Q3 | $7.84M | Buy |
+23,645
| New | +$7.84M | 1.19% | 22 |
|