Avantra Family Wealth’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,336
Closed -$285K 141
2025
Q1
$285K Sell
3,336
-487
-13% -$41.6K 0.27% 119
2024
Q4
$290K Buy
+3,823
New +$290K 0.27% 120