Wendell David Associates’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
936
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $255K | Hold |
936
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $311K | Hold |
936
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $310K | Hold |
936
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $294K | Hold |
936
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $293K | Buy |
936
+36
| +4% | +$11.3K | 0.03% | 144 |
|
|
2023
Q4 | $217K | Sell |
900
-800
| -47% | -$193K | 0.02% | 156 |
|
|
2023
Q3 | $363K | Buy |
+1,700
| New | +$363K | 0.04% | 122 |
|