WealthPLAN Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-793
| Closed | -$249K | – | 268 |
|
|
2024
Q2 | $249K | Sell |
793
-5
| -0.6% | -$1.57K | 0.03% | 272 |
|
|
2024
Q1 | $250K | Buy |
+798
| New | +$250K | 0.03% | 275 |
|
|
2023
Q3 | – | Sell |
-805
| Closed | -$162K | – | 552 |
|
|
2023
Q2 | $162K | Sell |
805
-14
| -2% | -$2.82K | 0.02% | 327 |
|
|
2023
Q1 | $140K | Sell |
819
-375
| -31% | -$64.3K | 0.02% | 361 |
|
|
2022
Q4 | $207K | Buy |
+1,194
| New | +$207K | 0.01% | 372 |
|
|
2021
Q3 | – | Sell |
-1,265
| Closed | -$211K | – | 376 |
|
|
2021
Q2 | $211K | Buy |
+1,265
| New | +$211K | 0.01% | 334 |
|
|
2019
Q2 | – | Sell |
-8,325
| Closed | -$662K | – | 249 |
|
|
2019
Q1 | $662K | Buy |
8,325
+2,386
| +40% | +$190K | 0.1% | 130 |
|
|
2018
Q4 | $468K | Sell |
5,939
-220
| -4% | -$17.3K | 0.08% | 160 |
|
|
2018
Q3 | $449K | Buy |
+6,159
| New | +$449K | 0.08% | 158 |
|
|
2017
Q2 | – | Sell |
-22
| Closed | -$1.64K | – | 254 |
|
|
2017
Q1 | $1.64K | Buy |
+22
| New | +$1.64K | 0.01% | 415 |
|
|
2016
Q3 | $90.7K | Sell |
1,410
-271
| -16% | -$17.4K | 0.03% | 241 |
|
|
2016
Q2 | $65.8K | Buy |
+1,681
| New | +$65.8K | 0.01% | 780 |
|
|
2015
Q4 | $56.1K | Buy |
+4,967
| New | +$56.1K | 0.01% | 586 |
|
|
2015
Q2 | $75K | Sell |
1,111
-109
| -9% | -$7.36K | 0.03% | 147 |
|
|
2015
Q1 | $80K | Buy |
+1,220
| New | +$80K | 0.04% | 194 |
|