Walled Lake Planning & Wealth Management’s Eaton ETN Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-146	Closed	-$22K	–	169
2021 Q3	$22K	Hold	146	–	–	0.01%	211
2021 Q2	$22K	Buy	146 +2	+1%	+$288	0.01%	200
2021 Q1	$20K	Hold	144	–	–	0.01%	196
2020 Q4	$17K	Sell	144 -32	-18%	-$3.62K	0.01%	190
2020 Q3	$18K	Buy	176 +1	+0.6%	+$98	0.01%	179
2020 Q2	$15K	Buy	175 +1	+0.6%	+$82	0.01%	174
2020 Q1	$14K	Buy	174 +1	+0.6%	+$92	0.01%	162
2019 Q4	$16K	Buy	+173	New	+$15.4K	0.01%	172

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ETN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Eaton (ETN) in Q4 2021, closing a stake of 146 shares — an estimated $22K sold.

Walled Lake Planning & Wealth Management first reported a position in ETN in Q4 2019 and held it in 8 quarters. The position peaked at $22K in Q3 2021. 1,451 funds tracked by Wall St. Rank hold ETN as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Eaton position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 146 Eaton shares in Q4 2021, an estimated $22K.
Walled Lake Planning & Wealth Management first reported a position in Eaton in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Eaton position peaked at $22K in Q3 2021.
1,451 funds tracked by Wall St. Rank held Eaton as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.