AO
Advisor OS’s Entergy ETR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,408
| Closed | -$317K | – | 421 |
|
|
2024
Q3 | $317K | Sell |
2,408
-279
| -10% | -$36.7K | 0.03% | 315 |
|
|
2024
Q2 | $288K | Sell |
2,687
-218
| -8% | -$23.3K | 0.03% | 314 |
|
|
2024
Q1 | $307K | Buy |
2,905
+894
| +44% | +$94.5K | 0.04% | 308 |
|
|
2023
Q4 | $203K | Buy |
+2,011
| New | +$203K | 0.03% | 323 |
|