Western Financial Corp’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,501
| Closed | -$680K | – | 125 |
|
|
2025
Q1 | $680K | Sell |
2,501
-100
| -4% | -$27.2K | 0.4% | 80 |
|
|
2024
Q4 | $863K | Sell |
2,601
-157
| -6% | -$52.1K | 0.47% | 54 |
|
|
2024
Q3 | $914K | Buy |
2,758
+79
| +3% | +$26.2K | 0.52% | 60 |
|
|
2024
Q2 | $840K | Buy |
+2,679
| New | +$840K | 0.51% | 60 |
|
|
2023
Q3 | – | Sell |
-1,345
| Closed | -$271K | – | 111 |
|
|
2023
Q2 | $271K | Sell |
1,345
-36
| -3% | -$7.24K | 0.18% | 104 |
|
|
2023
Q1 | $237K | Sell |
1,381
-592
| -30% | -$101K | 0.17% | 108 |
|
|
2022
Q4 | $310K | Buy |
1,973
+389
| +25% | +$61K | 0.2% | 92 |
|
|
2022
Q3 | $211K | Buy |
+1,584
| New | +$211K | 0.15% | 92 |
|
|
2021
Q3 | – | Sell |
-1,790
| Closed | -$265K | – | 90 |
|
|
2021
Q2 | $265K | Hold |
1,790
| – | – | 0.14% | 76 |
|
|
2021
Q1 | $248K | Hold |
1,790
| – | – | 0.15% | 74 |
|
|
2020
Q4 | $215K | Buy |
+1,790
| New | +$215K | 0.14% | 74 |
|