WealthShield Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.27M | Buy |
9,170
+159
| +2% | +$56.8K | 0.4% | 65 |
|
2025
Q1 | $2.45M | Sell |
9,011
-5
| -0.1% | -$1.36K | 0.31% | 95 |
|
2024
Q4 | $2.99M | Sell |
9,016
-743
| -8% | -$247K | 0.42% | 64 |
|
2024
Q3 | $3.23M | Sell |
9,759
-1,128
| -10% | -$374K | 0.44% | 66 |
|
2024
Q2 | $3.41M | Sell |
10,887
-28
| -0.3% | -$8.78K | 0.52% | 53 |
|
2024
Q1 | $3.42M | Buy |
10,915
+1,594
| +17% | +$500K | 0.55% | 45 |
|
2023
Q4 | $2.24M | Sell |
9,321
-692
| -7% | -$167K | 0.37% | 80 |
|
2023
Q3 | $2.14M | Buy |
10,013
+709
| +8% | +$151K | 0.32% | 85 |
|
2023
Q2 | $1.87M | Buy |
9,304
+112
| +1% | +$22.5K | 0.28% | 97 |
|
2023
Q1 | $1.57M | Buy |
+9,192
| New | +$1.57M | 0.25% | 107 |
|
2022
Q4 | – | Sell |
-8,475
| Closed | -$1.13M | – | 296 |
|
2022
Q3 | $1.13M | Buy |
8,475
+677
| +9% | +$90.3K | 0.22% | 115 |
|
2022
Q2 | $983K | Buy |
7,798
+1,189
| +18% | +$150K | 0.19% | 129 |
|
2022
Q1 | $1M | Buy |
6,609
+1,960
| +42% | +$297K | 0.16% | 148 |
|
2021
Q4 | $803K | Buy |
4,649
+287
| +7% | +$49.6K | 0.13% | 155 |
|
2021
Q3 | $651K | Sell |
4,362
-206
| -5% | -$30.7K | 0.17% | 116 |
|
2021
Q2 | $677K | Buy |
4,568
+764
| +20% | +$113K | 0.11% | 139 |
|
2021
Q1 | $526K | Buy |
3,804
+773
| +26% | +$107K | 0.09% | 152 |
|
2020
Q4 | $363K | Buy |
3,031
+867
| +40% | +$104K | 0.07% | 214 |
|
2020
Q3 | $221K | Buy |
+2,164
| New | +$221K | 0.08% | 233 |
|