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WealthPLAN Partners’s Eaton ETN Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-793
Closed -$249K – 268
2024
Q2 		$249K Sell
793
-5
-0.6% -$1.61K 0.03% 272
2024
Q1 		$250K Buy
+798
New +$218K 0.03% 275
2023
Q3 		– Sell
-805
Closed -$162K – 552
2023
Q2 		$162K Sell
805
-14
-2% -$2.46K 0.02% 327
2023
Q1 		$140K Sell
819
-375
-31% -$62.4K 0.02% 361
2022
Q4 		$207K Buy
+1,194
New +$183K 0.01% 372
2021
Q3 		– Sell
-1,265
Closed -$211K – 379
2021
Q2 		$211K Buy
+1,265
New +$182K 0.01% 335
2019
Q2 		– Sell
-8,325
Closed -$662K – 252
2019
Q1 		$662K Buy
8,325
+2,386
+40% +$182K 0.1% 130
2018
Q4 		$468K Sell
5,939
-220
-4% -$16.5K 0.08% 160
2018
Q3 		$449K Buy
+6,159
New +$504K 0.08% 158
2017
Q2 		– Sell
-22
Closed -$1.64K – 255
2017
Q1 		$1.64K Buy
+22
New +$1.56K 0.01% 415
2016
Q3 		$90.7K Sell
1,410
-271
-16% -$17.5K 0.03% 241
2016
Q2 		$65.8K Buy
+1,681
New +$103K 0.01% 780
2015
Q4 		$56.1K Buy
+4,967
New +$269K 0.01% 586
2015
Q2 		$75K Sell
1,111
-109
-9% -$7.69K 0.03% 147
2015
Q1 		$80K Buy
+1,220
New +$83K 0.04% 194

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