West Financial Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2K | Hold |
107
| – | – | 0.01% | 115 |
|
|
2025
Q1 | $29.1K | Hold |
107
| – | – | 0.01% | 120 |
|
|
2024
Q4 | $35.5K | Hold |
107
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $35.5K | Buy |
+107
| New | +$35.5K | 0.01% | 105 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$7.25K | – | 172 |
|
|
2023
Q3 | $7.25K | Buy |
+34
| New | +$7.25K | ﹤0.01% | 140 |
|