Axxcess Wealth Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,696
| Closed | -$512K | – | 880 |
|
|
2024
Q1 | $512K | Hold |
9,696
| – | – | 0.01% | 525 |
|
|
2023
Q4 | $491K | Hold |
9,696
| – | – | 0.01% | 515 |
|
|
2023
Q3 | $448K | Buy |
+9,696
| New | +$448K | 0.02% | 495 |
|
|
2023
Q2 | – | Sell |
-9,786
| Closed | -$527K | – | 625 |
|
|
2023
Q1 | $527K | Sell |
9,786
-72
| -0.7% | -$3.88K | 0.04% | 362 |
|
|
2022
Q4 | $555K | Buy |
+9,858
| New | +$555K | 0.05% | 341 |
|