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Buckingham Strategic Wealth’s Entergy ETR Stock Holding History

Buckingham Strategic Wealth’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$403K Buy
7,540
+1,178
+19% +$63.5K ﹤0.01% 519
2024
Q1 		$336K Sell
6,362
-150
-2% -$7.6K ﹤0.01% 560
2023
Q4 		$329K Buy
6,512
+1,674
+35% +$81.7K ﹤0.01% 546
2023
Q3 		$224K Sell
4,838
-64
-1% -$3.12K ﹤0.01% 610
2023
Q2 		$239K Buy
4,902
+768
+19% +$39.8K ﹤0.01% 586
2023
Q1 		$233K Hold
4,134
– – ﹤0.01% 536
2022
Q4 		$233K Sell
4,134
-136
-3% -$7.46K ﹤0.01% 538
2022
Q3 		$215K Buy
4,270
+40
+0.9% +$2.29K ﹤0.01% 535
2022
Q2 		$238K Buy
4,230
+176
+4% +$10.3K ﹤0.01% 517
2022
Q1 		$237K Sell
4,054
-452
-10% -$24.8K ﹤0.01% 528
2021
Q4 		$254K Sell
4,506
-324
-7% -$17K ﹤0.01% 515
2021
Q3 		$240K Sell
4,830
-966
-17% -$51.7K ﹤0.01% 517
2021
Q2 		$289K Buy
5,796
+1,446
+33% +$76.2K 0.01% 470
2021
Q1 		$216K Sell
4,350
-808
-16% -$38.2K 0.01% 504
2020
Q4 		$257K Buy
+5,158
New +$271K 0.01% 449
2017
Q4 		– Sell
-5,552
Closed -$212K – 321
2017
Q3 		$212K Buy
+5,552
New +$215K 0.05% 269

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return