Valley Wealth Managers’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
304
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $82.6K | Hold |
304
| – | – | 0.01% | 188 |
|
|
2024
Q4 | $101K | Hold |
304
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $101K | Hold |
304
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $95.3K | Sell |
304
-16
| -5% | -$5.02K | 0.01% | 199 |
|
|
2024
Q1 | $100K | Sell |
320
-200
| -38% | -$62.5K | 0.01% | 196 |
|
|
2023
Q4 | $125K | Hold |
520
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $111K | Hold |
520
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $105K | Sell |
520
-999
| -66% | -$201K | 0.01% | 178 |
|
|
2023
Q1 | $260K | Sell |
1,519
-30
| -2% | -$5.14K | 0.02% | 141 |
|
|
2022
Q4 | $243K | Sell |
1,549
-426
| -22% | -$66.9K | 0.02% | 149 |
|
|
2022
Q3 | $263K | Sell |
1,975
-1,811
| -48% | -$241K | 0.03% | 149 |
|
|
2022
Q2 | $477K | Sell |
3,786
-285
| -7% | -$35.9K | 0.04% | 129 |
|
|
2022
Q1 | $618K | Sell |
4,071
-13
| -0.3% | -$1.97K | 0.05% | 118 |
|
|
2021
Q4 | $706K | Sell |
4,084
-575
| -12% | -$99.4K | 0.06% | 117 |
|
|
2021
Q3 | $695K | Sell |
4,659
-1,145
| -20% | -$171K | 0.06% | 116 |
|
|
2021
Q2 | $860K | Buy |
5,804
+369
| +7% | +$54.7K | 0.07% | 112 |
|
|
2021
Q1 | $751K | Sell |
5,435
-425
| -7% | -$58.7K | 0.07% | 112 |
|
|
2020
Q4 | $704K | Sell |
5,860
-325
| -5% | -$39K | 0.07% | 115 |
|
|
2020
Q3 | $631K | Sell |
6,185
-375
| -6% | -$38.3K | 0.07% | 113 |
|
|
2020
Q2 | $574K | Sell |
6,560
-150
| -2% | -$13.1K | 0.06% | 116 |
|
|
2020
Q1 | $522K | Sell |
6,710
-875
| -12% | -$68.1K | 0.07% | 113 |
|
|
2019
Q4 | $718K | Sell |
7,585
-65
| -0.8% | -$6.15K | 0.07% | 113 |
|
|
2019
Q3 | $636K | Sell |
7,650
-631
| -8% | -$52.5K | 0.07% | 124 |
|
|
2019
Q2 | $690K | Buy |
8,281
+755
| +10% | +$62.9K | 0.07% | 122 |
|
|
2019
Q1 | $606K | Sell |
7,526
-3,118
| -29% | -$251K | 0.07% | 137 |
|
|
2018
Q4 | $731K | Sell |
10,644
-261
| -2% | -$17.9K | 0.1% | 105 |
|
|
2018
Q3 | $946K | Buy |
10,905
+3,094
| +40% | +$268K | 0.11% | 91 |
|
|
2018
Q2 | $584K | Buy |
7,811
+206
| +3% | +$15.4K | 0.07% | 96 |
|
|
2018
Q1 | $608K | Sell |
7,605
-1,044
| -12% | -$83.5K | 0.07% | 94 |
|
|
2017
Q4 | $683K | Sell |
8,649
-144
| -2% | -$11.4K | 0.08% | 95 |
|
|
2017
Q3 | $675K | Sell |
8,793
-144
| -2% | -$11.1K | 0.08% | 92 |
|
|
2017
Q2 | $696K | Sell |
8,937
-1,394
| -13% | -$109K | 0.09% | 94 |
|
|
2017
Q1 | $766K | Buy |
10,331
+206
| +2% | +$15.3K | 0.1% | 93 |
|
|
2016
Q4 | $679K | Sell |
10,125
-1,244
| -11% | -$83.4K | 0.1% | 95 |
|
|
2016
Q3 | $747K | Buy |
11,369
+1,556
| +16% | +$102K | 0.11% | 93 |
|
|
2016
Q2 | $586K | Buy |
+9,813
| New | +$586K | 0.09% | 96 |
|