EverSource Wealth Advisors’s Entergy ETR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
7,420
+1,030
+16% +$85.6K 0.03% 388
2025
Q1
$546K Buy
6,390
+1,261
+25% +$108K 0.03% 363
2024
Q4
$389K Buy
5,129
+3,375
+192% +$256K 0.02% 434
2024
Q3
$115K Buy
1,754
+236
+16% +$15.5K 0.01% 747
2024
Q2
$88K Buy
1,518
+356
+31% +$20.6K 0.01% 851
2024
Q1
$62K Buy
1,162
+858
+282% +$45.8K ﹤0.01% 888
2023
Q4
$15.4K Sell
304
-236
-44% -$11.9K ﹤0.01% 1366
2023
Q3
$25K Buy
540
+330
+157% +$15.3K ﹤0.01% 1047
2023
Q2
$10.2K Sell
210
-146
-41% -$7.11K ﹤0.01% 1430
2023
Q1
$19.2K Buy
356
+200
+128% +$10.8K ﹤0.01% 1095
2022
Q4
$8.78K Sell
156
-2
-1% -$113 ﹤0.01% 1376
2022
Q3
$8K Buy
158
+32
+25% +$1.62K ﹤0.01% 1191
2022
Q2
$7K Sell
126
-34
-21% -$1.89K ﹤0.01% 1151
2022
Q1
$9K Buy
160
+104
+186% +$5.85K ﹤0.01% 1008
2021
Q4
$3K Buy
+56
New +$3K ﹤0.01% 1413