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 |
|