Triad Wealth 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 | $913K | Buy |
2,559
+115
| +5% | +$41.1K | 0.18% | 95 |
|
|
2025
Q1 | $664K | Buy |
2,444
+118
| +5% | +$32.1K | 0.21% | 82 |
|
|
2024
Q4 | $772K | Buy |
+2,326
| New | +$772K | 0.28% | 64 |
|
|
2024
Q3 | – | Sell |
-1,509
| Closed | -$473K | – | 312 |
|
|
2024
Q2 | $473K | Buy |
1,509
+347
| +30% | +$109K | 0.25% | 38 |
|
|
2024
Q1 | $363K | Buy |
+1,162
| New | +$363K | 0.28% | 35 |
|