Aveo Capital Partners’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,444
| Closed | -$261K | – | 223 |
|
2024
Q4 | $261K | Hold |
3,444
| – | – | 0.03% | 307 |
|
2024
Q3 | $227K | Sell |
3,444
-578
| -14% | -$38K | 0.02% | 317 |
|
2024
Q2 | $215K | Sell |
4,022
-372
| -8% | -$19.9K | 0.02% | 301 |
|
2024
Q1 | $237K | Buy |
4,394
+126
| +3% | +$6.81K | 0.03% | 324 |
|
2023
Q4 | $216K | Sell |
4,268
-188
| -4% | -$9.51K | 0.03% | 318 |
|
2023
Q3 | $206K | Sell |
4,456
-52
| -1% | -$2.41K | 0.03% | 322 |
|
2023
Q2 | $219K | Buy |
4,508
+146
| +3% | +$7.11K | 0.03% | 316 |
|
2023
Q1 | $235K | Buy |
+4,362
| New | +$235K | 0.03% | 297 |
|