Gary Goldberg Planning Services’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $13K | Hold |
300
| – | – | 0.01% | 333 |
|
|
2014
Q3 | $12K | Sell |
300
-450
| -60% | -$18K | 0.01% | 357 |
|
|
2014
Q2 | $31K | Sell |
750
-430
| -36% | -$17.8K | 0.01% | 266 |
|
|
2014
Q1 | $39K | Sell |
1,180
-700
| -37% | -$23.1K | 0.02% | 230 |
|
|
2013
Q4 | $59K | Sell |
1,880
-26,790
| -93% | -$841K | 0.03% | 192 |
|
|
2013
Q3 | $906K | Sell |
28,670
-45,310
| -61% | -$1.43M | 0.55% | 42 |
|
|
2013
Q2 | $2.58M | Buy |
+73,980
| New | +$2.58M | 1.65% | 20 |
|