Beverly Hills Private Wealth’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
5,210
-895
| -15% | -$74.4K | 0.08% | 196 |
|
|
2025
Q1 | $522K | Buy |
6,105
+525
| +9% | +$44.9K | 0.1% | 170 |
|
|
2024
Q4 | $423K | Buy |
5,580
+1,584
| +40% | +$120K | 0.09% | 194 |
|
|
2024
Q3 | $263K | Sell |
3,996
-658
| -14% | -$43.3K | 0.05% | 286 |
|
|
2024
Q2 | $249K | Sell |
4,654
-412
| -8% | -$22K | 0.05% | 300 |
|
|
2024
Q1 | $268K | Buy |
5,066
+480
| +10% | +$25.4K | 0.06% | 295 |
|
|
2023
Q4 | $232K | Sell |
4,586
-950
| -17% | -$48.1K | 0.06% | 300 |
|
|
2023
Q3 | $256K | Sell |
5,536
-5,690
| -51% | -$263K | 0.08% | 246 |
|
|
2023
Q2 | $548K | Buy |
11,226
+6,344
| +130% | +$310K | 0.09% | 221 |
|
|
2023
Q1 | $263K | Buy |
+4,882
| New | +$263K | 0.08% | 233 |
|