WESPAC Advisors SoCal’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31M | Sell |
17,680
-11,804
| -40% | -$4.21M | 1.41% | 30 |
|
|
2025
Q1 | $8.01M | Buy |
29,484
+6,859
| +30% | +$1.86M | 2.09% | 18 |
|
|
2024
Q4 | $7.51M | Buy |
22,625
+8,021
| +55% | +$2.66M | 1.7% | 22 |
|
|
2024
Q3 | $4.84M | Buy |
+14,604
| New | +$4.84M | 1.12% | 30 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$24K | – | 154 |
|
|
2019
Q1 | $24K | Buy |
+300
| New | +$24K | 0.01% | 159 |
|
|
2018
Q4 | – | Hold |
0
| – | -$26K | – | 178 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 163 |
|