Berman Capital Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $91K | Buy |
1,860
+442
| +31% | +$21.6K | 0.01% | 469 |
|
2021
Q2 | $70K | Buy |
1,418
+76
| +6% | +$3.75K | 0.01% | 469 |
|
2021
Q1 | $66K | Buy |
1,342
+172
| +15% | +$8.46K | 0.01% | 388 |
|
2020
Q4 | $58K | Buy |
1,170
+28
| +2% | +$1.39K | 0.01% | 365 |
|
2020
Q3 | $56K | Sell |
1,142
-542
| -32% | -$26.6K | 0.02% | 318 |
|
2020
Q2 | $77K | Buy |
1,684
+1,608
| +2,116% | +$73.5K | 0.02% | 257 |
|
2020
Q1 | $2K | Sell |
76
-174
| -70% | -$4.58K | ﹤0.01% | 1119 |
|
2019
Q4 | $14K | Buy |
250
+188
| +303% | +$10.5K | ﹤0.01% | 634 |
|
2019
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 1068 |
|
2019
Q2 | $3K | Buy |
62
+42
| +210% | +$2.03K | ﹤0.01% | 1084 |
|
2019
Q1 | $0 | Sell |
20
-10
| -33% | – | ﹤0.01% | 1371 |
|
2018
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1162 |
|