Baldwin Wealth Partners’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-30
| Closed | -$1.97K | – | 492 |
|
2024
Q3 | $1.97K | Buy |
+30
| New | +$1.97K | ﹤0.01% | 949 |
|
2018
Q3 | – | Sell |
-230
| Closed | -$9K | – | 521 |
|
2018
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 465 |
|
2018
Q1 | $9K | Hold |
230
| – | – | ﹤0.01% | 441 |
|
2017
Q4 | $9K | Hold |
230
| – | – | ﹤0.01% | 421 |
|
2017
Q3 | $9K | Hold |
230
| – | – | ﹤0.01% | 414 |
|
2017
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 427 |
|
2017
Q1 | $9K | Sell |
230
-452
| -66% | -$17.7K | ﹤0.01% | 429 |
|
2016
Q4 | $25K | Hold |
682
| – | – | ﹤0.01% | 352 |
|
2016
Q3 | $26K | Buy |
682
+452
| +197% | +$17.2K | ﹤0.01% | 356 |
|
2016
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 402 |
|
2016
Q1 | $9K | Buy |
+230
| New | +$9K | ﹤0.01% | 419 |
|