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Forum Financial Management’s Entergy ETR Stock Holding History

Forum Financial Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,300
Closed -$250K – 884
2024
Q4 		$250K Buy
3,300
+76
+2% +$5.76K ﹤0.01% 724
2024
Q3 		$212K Buy
+3,224
New +$212K ﹤0.01% 697