WR Wealth Planners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $75K | Sell |
226
-47
| -17% | -$15.6K | 0.02% | 274 |
|
|
2024
Q3 | $90.5K | Sell |
273
-56
| -17% | -$18.6K | 0.03% | 273 |
|
|
2024
Q2 | $103K | Sell |
329
-265
| -45% | -$83.1K | 0.03% | 251 |
|
|
2024
Q1 | $186K | Buy |
+594
| New | +$186K | 0.06% | 181 |
|
|
2023
Q4 | – | Sell |
-419
| Closed | -$89.3K | – | 401 |
|
|
2023
Q3 | $89.3K | Buy |
419
+1
| +0.2% | +$213 | 0.03% | 258 |
|
|
2023
Q2 | $84K | Buy |
418
+64
| +18% | +$12.9K | 0.03% | 263 |
|
|
2023
Q1 | $60.7K | Buy |
354
+1
| +0.3% | +$171 | 0.03% | 293 |
|
|
2022
Q4 | $55.3K | Buy |
353
+2
| +0.6% | +$314 | 0.03% | 166 |
|
|
2022
Q3 | $46.8K | Buy |
351
+2
| +0.6% | +$267 | 0.03% | 166 |
|
|
2022
Q2 | $44K | Buy |
349
+3
| +0.9% | +$378 | 0.03% | 180 |
|
|
2022
Q1 | $52.5K | Buy |
+346
| New | +$52.5K | 0.03% | 169 |
|