YHB Investment 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 | $6.65M | Buy |
18,640
+791
| +4% | +$282K | 0.51% | 55 |
|
|
2025
Q1 | $4.85M | Buy |
17,849
+1,507
| +9% | +$410K | 0.41% | 65 |
|
|
2024
Q4 | $5.42M | Buy |
16,342
+1,483
| +10% | +$492K | 0.45% | 56 |
|
|
2024
Q3 | $4.92M | Buy |
14,859
+2,351
| +19% | +$779K | 0.41% | 62 |
|
|
2024
Q2 | $3.92M | Buy |
12,508
+8,356
| +201% | +$2.62M | 0.34% | 71 |
|
|
2024
Q1 | $1.3M | Buy |
4,152
+3,139
| +310% | +$982K | 0.12% | 137 |
|
|
2023
Q4 | $244K | Buy |
+1,013
| New | +$244K | 0.02% | 242 |
|
|
2022
Q1 | – | Sell |
-1,850
| Closed | -$320K | – | 304 |
|
|
2021
Q4 | $320K | Hold |
1,850
| – | – | 0.03% | 253 |
|
|
2021
Q3 | $276K | Sell |
1,850
-50
| -3% | -$7.46K | 0.02% | 258 |
|
|
2021
Q2 | $282K | Hold |
1,900
| – | – | 0.02% | 254 |
|
|
2021
Q1 | $268K | Hold |
1,900
| – | – | 0.02% | 254 |
|
|
2020
Q4 | $228K | Buy |
+1,900
| New | +$228K | 0.02% | 265 |
|
|
2020
Q3 | – | Sell |
-2,921
| Closed | -$256K | – | 269 |
|
|
2020
Q2 | $256K | Hold |
2,921
| – | – | 0.04% | 160 |
|
|
2020
Q1 | $227K | Sell |
2,921
-51
| -2% | -$3.96K | 0.04% | 156 |
|
|
2019
Q4 | $282K | Buy |
2,972
+51
| +2% | +$4.84K | 0.04% | 165 |
|
|
2019
Q3 | $243K | Buy |
2,921
+150
| +5% | +$12.5K | 0.04% | 175 |
|
|
2019
Q2 | $231K | Hold |
2,771
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $223K | Sell |
2,771
-181
| -6% | -$14.6K | 0.03% | 182 |
|
|
2018
Q4 | $203K | Buy |
+2,952
| New | +$203K | 0.04% | 176 |
|