EWM
Evercore Wealth Management’s Entergy ETR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
2,924
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $250K | Sell |
2,924
-2
| -0.1% | -$171 | ﹤0.01% | 359 |
|
|
2024
Q4 | $222K | Buy |
+2,926
| New | +$222K | ﹤0.01% | 386 |
|
|
2023
Q3 | – | Sell |
-2,540
| Closed | -$247K | – | 415 |
|
|
2023
Q2 | $247K | Buy |
+2,540
| New | +$247K | ﹤0.01% | 369 |
|
|
2018
Q1 | – | Sell |
-381
| Closed | -$31K | – | 483 |
|
|
2017
Q4 | $31K | Hold |
381
| – | – | ﹤0.01% | 646 |
|
|
2017
Q3 | $29K | Hold |
381
| – | – | ﹤0.01% | 641 |
|
|
2017
Q2 | $29K | Hold |
381
| – | – | ﹤0.01% | 650 |
|
|
2017
Q1 | $29K | Sell |
381
-17
| -4% | -$1.29K | ﹤0.01% | 691 |
|
|
2016
Q4 | $29K | Sell |
398
-216
| -35% | -$15.7K | ﹤0.01% | 696 |
|
|
2016
Q3 | $47K | Hold |
614
| – | – | ﹤0.01% | 609 |
|
|
2016
Q2 | $50K | Buy |
614
+381
| +164% | +$31K | ﹤0.01% | 578 |
|
|
2016
Q1 | $18K | Hold |
233
| – | – | ﹤0.01% | 739 |
|
|
2015
Q4 | $16K | Buy |
+233
| New | +$16K | ﹤0.01% | 797 |
|
|
2015
Q3 | – | Sell |
-145
| Closed | -$10K | – | 980 |
|
|
2015
Q2 | $10K | Buy |
+145
| New | +$10K | ﹤0.01% | 903 |
|
|
2013
Q4 | – | Sell |
-57
| Closed | -$4K | – | 883 |
|
|
2013
Q3 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 883 |
|