Halpern Financial’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-406
| Closed | -$21.2K | – | 231 |
|
|
2024
Q1 | $21.2K | Hold |
406
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $20.9K | Hold |
406
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $18.8K | Hold |
406
| – | – | 0.01% | 128 |
|
|
2023
Q2 | $19.8K | Hold |
406
| – | – | 0.01% | 116 |
|
|
2023
Q1 | $21.9K | Hold |
406
| – | – | 0.01% | 107 |
|
|
2022
Q4 | $22.8K | Hold |
406
| – | – | 0.01% | 111 |
|
|
2022
Q3 | $20.4K | Hold |
406
| – | – | 0.01% | 115 |
|
|
2022
Q2 | $22.9K | Hold |
406
| – | – | 0.01% | 116 |
|
|
2022
Q1 | $23.7K | Hold |
406
| – | – | 0.01% | 129 |
|
|
2021
Q4 | $22.9K | Sell |
406
-938
| -70% | -$52.8K | 0.01% | 128 |
|
|
2021
Q3 | $66.7K | Buy |
1,344
+6
| +0.4% | +$298 | 0.03% | 64 |
|
|
2021
Q2 | $66.7K | Hold |
1,338
| – | – | 0.03% | 62 |
|
|
2021
Q1 | $66.5K | Buy |
1,338
+938
| +235% | +$46.7K | 0.03% | 52 |
|
|
2020
Q4 | $20K | Buy |
+400
| New | +$20K | 0.01% | 82 |
|