Cyndeo Wealth Partners’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
-73,838
Closed -$3.98M 330
2023
Q1
$3.98M Buy
73,838
+12,222
+20% +$658K 0.43% 72
2022
Q4
$3.47M Buy
+61,616
New +$3.47M 0.41% 82