Transform Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $368K | Sell |
1,354
-171
| -11% | -$46.5K | 0.02% | 195 |
|
|
2024
Q4 | $506K | Sell |
1,525
-255
| -14% | -$84.6K | 0.03% | 184 |
|
|
2024
Q3 | $590K | Hold |
1,780
| – | – | 0.04% | 138 |
|
|
2024
Q2 | $558K | Sell |
1,780
-113
| -6% | -$35.4K | 0.04% | 143 |
|
|
2024
Q1 | $592K | Sell |
1,893
-186
| -9% | -$58.2K | 0.06% | 141 |
|
|
2023
Q4 | $501K | Sell |
2,079
-132
| -6% | -$31.8K | 0.05% | 166 |
|
|
2023
Q3 | $472K | Sell |
2,211
-35
| -2% | -$7.47K | 0.05% | 168 |
|
|
2023
Q2 | $452K | Sell |
2,246
-662
| -23% | -$133K | 0.04% | 181 |
|
|
2023
Q1 | $498K | Sell |
2,908
-274
| -9% | -$46.9K | 0.05% | 171 |
|
|
2022
Q4 | $499K | Hold |
3,182
| – | – | 0.06% | 147 |
|
|
2022
Q3 | $424K | Sell |
3,182
-738
| -19% | -$98.3K | 0.06% | 131 |
|
|
2022
Q2 | $494K | Sell |
3,920
-52,302
| -93% | -$6.59M | 0.07% | 128 |
|
|
2022
Q1 | $8.53M | Buy |
56,222
+657
| +1% | +$99.7K | 0.96% | 35 |
|
|
2021
Q4 | $9.6M | Buy |
55,565
+265
| +0.5% | +$45.8K | 1% | 31 |
|
|
2021
Q3 | $8.26M | Buy |
55,300
+169
| +0.3% | +$25.2K | 0.95% | 37 |
|
|
2021
Q2 | $8.17M | Buy |
55,131
+26,882
| +95% | +$3.98M | 1% | 34 |
|
|
2021
Q1 | $3.91M | Sell |
28,249
-532
| -2% | -$73.6K | 0.78% | 47 |
|
|
2020
Q4 | $3.46M | Sell |
28,781
-29,951
| -51% | -$3.6M | 0.72% | 47 |
|
|
2020
Q3 | $5.99M | Buy |
58,732
+5,070
| +9% | +$517K | 0.97% | 37 |
|
|
2020
Q2 | $4.69M | Sell |
53,662
-9,033
| -14% | -$790K | 0.8% | 50 |
|
|
2020
Q1 | $4.87M | Buy |
62,695
+1,851
| +3% | +$144K | 1.04% | 29 |
|
|
2019
Q4 | $5.76M | Sell |
60,844
-2,421
| -4% | -$229K | 0.91% | 34 |
|
|
2019
Q3 | $5.26M | Sell |
63,265
-2,124
| -3% | -$177K | 0.93% | 33 |
|
|
2019
Q2 | $5.45M | Sell |
65,389
-18,439
| -22% | -$1.54M | 0.8% | 39 |
|
|
2019
Q1 | $6.75M | Sell |
83,828
-2,814
| -3% | -$227K | 1.25% | 20 |
|
|
2018
Q4 | $5.95M | Sell |
86,642
-21,247
| -20% | -$1.46M | 1.22% | 24 |
|
|
2018
Q3 | $9.36M | Buy |
107,889
+21,213
| +24% | +$1.84M | 1.62% | 9 |
|
|
2018
Q2 | $6.48M | Buy |
86,676
+45,376
| +110% | +$3.39M | 1.17% | 21 |
|
|
2018
Q1 | $3.3M | Buy |
41,300
+400
| +1% | +$32K | 0.63% | 56 |
|
|
2017
Q4 | $3.23M | Buy |
+40,900
| New | +$3.23M | 0.6% | 56 |
|