WBH Advisory’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
1,610
| – | – | 0.05% | 213 |
|
|
2025
Q1 | $438K | Hold |
1,610
| – | – | 0.04% | 228 |
|
|
2024
Q4 | $534K | Buy |
1,610
+30
| +2% | +$9.96K | 0.05% | 208 |
|
|
2024
Q3 | $524K | Hold |
1,580
| – | – | 0.05% | 207 |
|
|
2024
Q2 | $495K | Hold |
1,580
| – | – | 0.05% | 211 |
|
|
2024
Q1 | $494K | Buy |
1,580
+190
| +14% | +$59.4K | 0.05% | 215 |
|
|
2023
Q4 | $335K | Hold |
1,390
| – | – | 0.04% | 249 |
|
|
2023
Q3 | $296K | Sell |
1,390
-125
| -8% | -$26.7K | 0.04% | 252 |
|
|
2023
Q2 | $305K | Hold |
1,515
| – | – | 0.04% | 249 |
|
|
2023
Q1 | $260K | Buy |
+1,515
| New | +$260K | 0.03% | 266 |
|
|
2022
Q3 | $209K | Hold |
1,565
| – | – | 0.03% | 278 |
|
|
2022
Q2 | $200K | Hold |
1,565
| – | – | 0.03% | 297 |
|
|
2022
Q1 | $231K | Buy |
1,565
+150
| +11% | +$22.1K | 0.03% | 290 |
|
|
2021
Q4 | $245K | Hold |
1,415
| – | – | 0.03% | 292 |
|
|
2021
Q3 | $211K | Hold |
1,415
| – | – | 0.03% | 278 |
|
|
2021
Q2 | $221K | Sell |
1,415
-150
| -10% | -$23.4K | 0.03% | 254 |
|
|
2021
Q1 | $216K | Sell |
1,565
-75
| -5% | -$10.4K | 0.04% | 255 |
|
|
2020
Q4 | $207K | Buy |
+1,640
| New | +$207K | 0.04% | 253 |
|