TrueWealth Advisors’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$646K Buy
2025
Q2
$584K Sell
2025
Q1
$462K Sell
2024
Q4
$567K Sell
2024
Q3
$585K Sell
2024
Q2
$572K Sell
2024
Q1
$586K Sell
2023
Q4
$469K Sell
2023
Q3
$439K Sell
2023
Q2
$423K Buy
2023
Q1
$326K Buy
2022
Q4
$248K Buy
2022
Q2
Sell
2022
Q1
$207K Hold
2021
Q4
$207K Buy