Westshore Wealth’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+598
| New | +$213K | 0.08% | 91 |
|
|
2025
Q1 | – | Sell |
-657
| Closed | -$218K | – | 97 |
|
|
2024
Q4 | $218K | Hold |
657
| – | – | 0.09% | 87 |
|
|
2024
Q3 | $218K | Buy |
+657
| New | +$218K | 0.09% | 89 |
|
|
2024
Q2 | – | Sell |
-936
| Closed | -$293K | – | 97 |
|
|
2024
Q1 | $293K | Sell |
936
-100
| -10% | -$31.3K | 0.12% | 68 |
|
|
2023
Q4 | $249K | Sell |
1,036
-100
| -9% | -$24.1K | 0.12% | 74 |
|
|
2023
Q3 | $242K | Sell |
1,136
-1,200
| -51% | -$256K | 0.13% | 72 |
|
|
2023
Q2 | $470K | Sell |
2,336
-8
| -0.3% | -$1.61K | 0.24% | 36 |
|
|
2023
Q1 | $402K | Sell |
2,344
-92
| -4% | -$15.8K | 0.21% | 53 |
|
|
2022
Q4 | $382K | Buy |
2,436
+100
| +4% | +$15.7K | 0.22% | 55 |
|
|
2022
Q3 | $312K | Sell |
2,336
-100
| -4% | -$13.4K | 0.21% | 54 |
|
|
2022
Q2 | $307K | Buy |
+2,436
| New | +$307K | 0.2% | 57 |
|
|
2019
Q4 | $505K | Buy |
+5,336
| New | +$505K | 0.56% | 37 |
|