Valmark Advisers’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.13M | Buy |
5,967
+148
| +3% | +$52.8K | 0.03% | 212 |
|
2025
Q1 | $1.58M | Sell |
5,819
-21
| -0.4% | -$5.71K | 0.02% | 241 |
|
2024
Q4 | $1.94M | Buy |
5,840
+80
| +1% | +$26.6K | 0.03% | 207 |
|
2024
Q3 | $1.91M | Sell |
5,760
-28
| -0.5% | -$9.28K | 0.03% | 203 |
|
2024
Q2 | $1.81M | Buy |
5,788
+143
| +3% | +$44.8K | 0.03% | 190 |
|
2024
Q1 | $1.77M | Buy |
5,645
+165
| +3% | +$51.6K | 0.03% | 185 |
|
2023
Q4 | $1.32M | Buy |
5,480
+667
| +14% | +$161K | 0.02% | 208 |
|
2023
Q3 | $1.03M | Hold |
4,813
| – | – | 0.02% | 222 |
|
2023
Q2 | $968K | Buy |
4,813
+52
| +1% | +$10.5K | 0.02% | 233 |
|
2023
Q1 | $816K | Buy |
4,761
+383
| +9% | +$65.6K | 0.02% | 245 |
|
2022
Q4 | $687K | Buy |
4,378
+1,000
| +30% | +$157K | 0.02% | 266 |
|
2022
Q3 | $450K | Sell |
3,378
-14
| -0.4% | -$1.87K | 0.01% | 296 |
|
2022
Q2 | $427K | Sell |
3,392
-4
| -0.1% | -$504 | 0.01% | 310 |
|
2022
Q1 | $515K | Buy |
+3,396
| New | +$515K | 0.01% | 298 |
|