Wealthspire Advisors (New York)’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
9,119
+1,761
| +24% | +$629K | 0.02% | 209 |
|
|
2025
Q1 | $2M | Sell |
7,358
-1,366
| -16% | -$371K | 0.01% | 276 |
|
|
2024
Q4 | $2.9M | Buy |
8,724
+261
| +3% | +$86.6K | 0.03% | 195 |
|
|
2024
Q3 | $2.8M | Sell |
8,463
-81
| -0.9% | -$26.8K | 0.03% | 203 |
|
|
2024
Q2 | $2.68M | Sell |
8,544
-377
| -4% | -$118K | 0.03% | 165 |
|
|
2024
Q1 | $2.79M | Sell |
8,921
-474
| -5% | -$148K | 0.04% | 156 |
|
|
2023
Q4 | $2.26M | Sell |
9,395
-254
| -3% | -$61.2K | 0.03% | 176 |
|
|
2023
Q3 | $2.06M | Buy |
9,649
+2,618
| +37% | +$558K | 0.03% | 167 |
|
|
2023
Q2 | $1.41M | Sell |
7,031
-36
| -0.5% | -$7.24K | 0.02% | 199 |
|
|
2023
Q1 | $1.21M | Sell |
7,067
-2,000
| -22% | -$343K | 0.02% | 217 |
|
|
2022
Q4 | $1.42M | Buy |
9,067
+2,046
| +29% | +$321K | 0.03% | 197 |
|
|
2022
Q3 | $936K | Buy |
7,021
+30
| +0.4% | +$4K | 0.02% | 237 |
|
|
2022
Q2 | $881K | Buy |
6,991
+485
| +7% | +$61.1K | 0.02% | 226 |
|
|
2022
Q1 | $987K | Sell |
6,506
-2,605
| -29% | -$395K | 0.02% | 197 |
|
|
2021
Q4 | $1.58M | Sell |
9,111
-1,630
| -15% | -$282K | 0.03% | 171 |
|
|
2021
Q3 | $1.6M | Buy |
10,741
+2,857
| +36% | +$427K | 0.03% | 188 |
|
|
2021
Q2 | $1.17M | Sell |
7,884
-7,207
| -48% | -$1.07M | 0.03% | 148 |
|
|
2021
Q1 | $2.09M | Buy |
15,091
+2,925
| +24% | +$405K | 0.05% | 171 |
|
|
2020
Q4 | $1.46M | Buy |
12,166
+7,976
| +190% | +$958K | 0.04% | 165 |
|
|
2020
Q3 | $428K | Sell |
4,190
-1,872
| -31% | -$191K | 0.03% | 192 |
|
|
2020
Q2 | $530K | Sell |
6,062
-9,477
| -61% | -$829K | 0.04% | 147 |
|
|
2020
Q1 | $1.21M | Buy |
15,539
+10,610
| +215% | +$824K | 0.05% | 171 |
|
|
2019
Q4 | $467K | Buy |
4,929
+368
| +8% | +$34.9K | 0.03% | 107 |
|
|
2019
Q3 | $379K | Buy |
4,561
+1,652
| +57% | +$137K | 0.03% | 102 |
|
|
2019
Q2 | $242K | Buy |
+2,909
| New | +$242K | 0.02% | 85 |
|
|
2019
Q1 | – | Sell |
-791
| Closed | -$54K | – | 286 |
|
|
2018
Q4 | $54K | Buy |
+791
| New | +$54K | 0.01% | 175 |
|