WealthPlan Investment Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
917
| – | – | 0.02% | 279 |
|
|
2025
Q1 | $249K | Buy |
917
+100
| +12% | +$27.2K | 0.02% | 241 |
|
|
2024
Q4 | $271K | Buy |
817
+21
| +3% | +$6.97K | 0.03% | 229 |
|
|
2024
Q3 | $264K | Buy |
+796
| New | +$264K | 0.03% | 219 |
|
|
2023
Q3 | – | Sell |
-460
| Closed | -$92.5K | – | 217 |
|
|
2023
Q2 | $92.5K | Buy |
460
+85
| +23% | +$17.1K | 0.03% | 159 |
|
|
2023
Q1 | $64.3K | Sell |
375
-819
| -69% | -$140K | 0.01% | 230 |
|
|
2022
Q4 | $208K | Buy |
+1,194
| New | +$208K | 0.01% | 371 |
|