Waldron Private Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Hold |
2,096
| – | – | 0.03% | 160 |
|
|
2025
Q1 | $570K | Sell |
2,096
-610
| -23% | -$166K | 0.03% | 174 |
|
|
2024
Q4 | $898K | Buy |
2,706
+178
| +7% | +$59.1K | 0.04% | 183 |
|
|
2024
Q3 | $838K | Buy |
2,528
+18
| +0.7% | +$5.97K | 0.03% | 179 |
|
|
2024
Q2 | $787K | Sell |
2,510
-16
| -0.6% | -$5.02K | 0.04% | 179 |
|
|
2024
Q1 | $792K | Buy |
2,526
+33
| +1% | +$10.3K | 0.04% | 190 |
|
|
2023
Q4 | $600K | Buy |
2,493
+1,135
| +84% | +$273K | 0.03% | 208 |
|
|
2023
Q3 | $290K | Buy |
1,358
+18
| +1% | +$3.84K | 0.02% | 296 |
|
|
2023
Q2 | $269K | Buy |
1,340
+133
| +11% | +$26.7K | 0.01% | 306 |
|
|
2023
Q1 | $207K | Buy |
+1,207
| New | +$207K | 0.01% | 389 |
|
|
2017
Q2 | – | Sell |
-3,868
| Closed | -$286K | – | 165 |
|
|
2017
Q1 | $286K | Buy |
+3,868
| New | +$286K | 0.07% | 170 |
|