TrueWealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
1,636
-63
| -4% | -$22.5K | 0.17% | 107 |
|
|
2025
Q1 | $462K | Sell |
1,699
-9
| -0.5% | -$2.45K | 0.15% | 115 |
|
|
2024
Q4 | $567K | Sell |
1,708
-58
| -3% | -$19.2K | 0.19% | 99 |
|
|
2024
Q3 | $585K | Sell |
1,766
-59
| -3% | -$19.6K | 0.2% | 95 |
|
|
2024
Q2 | $572K | Sell |
1,825
-48
| -3% | -$15.1K | 0.21% | 87 |
|
|
2024
Q1 | $586K | Sell |
1,873
-75
| -4% | -$23.5K | 0.23% | 81 |
|
|
2023
Q4 | $469K | Sell |
1,948
-108
| -5% | -$26K | 0.18% | 92 |
|
|
2023
Q3 | $439K | Sell |
2,056
-47
| -2% | -$10K | 0.19% | 92 |
|
|
2023
Q2 | $423K | Buy |
2,103
+201
| +11% | +$40.4K | 0.17% | 96 |
|
|
2023
Q1 | $326K | Buy |
1,902
+322
| +20% | +$55.2K | 0.14% | 123 |
|
|
2022
Q4 | $248K | Buy |
+1,580
| New | +$248K | 0.11% | 149 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$207K | – | 177 |
|
|
2022
Q1 | $207K | Hold |
1,200
| – | – | 0.09% | 169 |
|
|
2021
Q4 | $207K | Buy |
+1,200
| New | +$207K | 0.09% | 169 |
|