WFAG
Worth Financial Advisory Group’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
4,155
+835
| +25% | +$298K | 0.91% | 25 |
|
|
2025
Q1 | $902K | Sell |
3,320
-1,776
| -35% | -$483K | 0.57% | 42 |
|
|
2024
Q4 | $1.69M | Buy |
5,096
+2,574
| +102% | +$854K | 1.04% | 21 |
|
|
2024
Q3 | $836K | Buy |
2,522
+631
| +33% | +$209K | 0.49% | 51 |
|
|
2024
Q2 | $593K | Buy |
1,891
+720
| +61% | +$226K | 0.39% | 66 |
|
|
2024
Q1 | $366K | Buy |
1,171
+21
| +2% | +$6.57K | 0.25% | 94 |
|
|
2023
Q4 | $277K | Buy |
1,150
+31
| +3% | +$7.47K | 0.22% | 102 |
|
|
2023
Q3 | $239K | Buy |
+1,119
| New | +$239K | 0.22% | 109 |
|