BerganKDV Wealth Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-710
| Closed | -$38.2K | – | 940 |
|
|
2023
Q1 | $38.2K | Buy |
710
+654
| +1,168% | +$35.2K | ﹤0.01% | 425 |
|
|
2022
Q4 | $3.2K | Hold |
56
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $3K | Sell |
56
-94
| -63% | -$5.04K | ﹤0.01% | 752 |
|
|
2022
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 696 |
|
|
2021
Q3 | $7K | Buy |
150
+2
| +1% | +$93 | ﹤0.01% | 694 |
|
|
2021
Q2 | $7K | Hold |
148
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $7K | Hold |
148
| – | – | ﹤0.01% | 624 |
|
|
2020
Q4 | $7K | Buy |
148
+94
| +174% | +$4.45K | ﹤0.01% | 613 |
|
|
2020
Q3 | $3K | Sell |
54
-858
| -94% | -$47.7K | ﹤0.01% | 640 |
|
|
2020
Q2 | $43K | Buy |
912
+858
| +1,589% | +$40.5K | 0.01% | 368 |
|
|
2020
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 663 |
|
|
2019
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 704 |
|