West Branch Capital’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
746
-375
| -33% | -$134K | 0.08% | 73 |
|
|
2025
Q1 | $305K | Sell |
1,121
-787
| -41% | -$214K | 0.1% | 70 |
|
|
2024
Q4 | $633K | Hold |
1,908
| – | – | 0.2% | 52 |
|
|
2024
Q3 | $632K | Sell |
1,908
-196
| -9% | -$65K | 0.22% | 52 |
|
|
2024
Q2 | $660K | Hold |
2,104
| – | – | 0.25% | 46 |
|
|
2024
Q1 | $658K | Sell |
2,104
-112
| -5% | -$35K | 0.27% | 47 |
|
|
2023
Q4 | $534K | Hold |
2,216
| – | – | 0.25% | 46 |
|
|
2023
Q3 | $473K | Hold |
2,216
| – | – | 0.25% | 49 |
|
|
2023
Q2 | $446K | Hold |
2,216
| – | – | 0.22% | 53 |
|
|
2023
Q1 | $380K | Sell |
2,216
-185
| -8% | -$31.7K | 0.21% | 53 |
|
|
2022
Q4 | $377K | Hold |
2,401
| – | – | 0.23% | 52 |
|
|
2022
Q3 | $320K | Sell |
2,401
-50
| -2% | -$6.66K | 0.2% | 60 |
|
|
2022
Q2 | $309K | Buy |
2,451
+185
| +8% | +$23.3K | 0.18% | 65 |
|
|
2022
Q1 | $344K | Sell |
2,266
-145
| -6% | -$22K | 0.16% | 63 |
|
|
2021
Q4 | $417K | Sell |
2,411
-362
| -13% | -$62.6K | 0.18% | 61 |
|
|
2021
Q3 | $414K | Hold |
2,773
| – | – | 0.2% | 61 |
|
|
2021
Q2 | $411K | Hold |
2,773
| – | – | 0.2% | 61 |
|
|
2021
Q1 | $383K | Hold |
2,773
| – | – | 0.22% | 60 |
|
|
2020
Q4 | $333K | Sell |
2,773
-100
| -3% | -$12K | 0.2% | 64 |
|
|
2020
Q3 | $293K | Sell |
2,873
-15
| -0.5% | -$1.53K | 0.19% | 65 |
|
|
2020
Q2 | $253K | Sell |
2,888
-660
| -19% | -$57.8K | 0.18% | 69 |
|
|
2020
Q1 | $276K | Buy |
3,548
+68
| +2% | +$5.29K | 0.26% | 60 |
|
|
2019
Q4 | $330K | Sell |
3,480
-379
| -10% | -$35.9K | 0.23% | 75 |
|
|
2019
Q3 | $321K | Sell |
3,859
-10,166
| -72% | -$846K | 0.24% | 66 |
|
|
2019
Q2 | $1.17M | Buy |
14,025
+1,024
| +8% | +$85.3K | 0.96% | 33 |
|
|
2019
Q1 | $1.05M | Buy |
13,001
+506
| +4% | +$40.7K | 0.94% | 35 |
|
|
2018
Q4 | $858K | Sell |
12,495
-673
| -5% | -$46.2K | 0.9% | 35 |
|
|
2018
Q3 | $1.14M | Buy |
13,168
+28
| +0.2% | +$2.43K | 0.85% | 38 |
|
|
2018
Q2 | $982K | Buy |
13,140
+609
| +5% | +$45.5K | 0.77% | 42 |
|
|
2018
Q1 | $1M | Buy |
+12,531
| New | +$1M | 1.1% | 32 |
|