Claro Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,485
| Closed | -$264K | – | 518 |
|
|
2024
Q4 | $264K | Sell |
3,485
-1,113
| -24% | -$84.4K | 0.04% | 387 |
|
|
2024
Q3 | $303K | Buy |
+4,598
| New | +$303K | 0.04% | 376 |
|
|
2020
Q1 | – | Sell |
-3,394
| Closed | -$203K | – | 165 |
|
|
2019
Q4 | $203K | Buy |
+3,394
| New | +$203K | 0.16% | 164 |
|
|
2019
Q1 | – | Sell |
-1,208
| Closed | -$49K | – | 392 |
|
|
2018
Q4 | $49K | Buy |
+1,208
| New | +$49K | 0.04% | 338 |
|