Heritage Wealth Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
4,276
+3,776
| +755% | +$314K | 0.02% | 159 |
|
|
2025
Q1 | $42.7K | Sell |
500
-72
| -13% | -$6.16K | ﹤0.01% | 313 |
|
|
2024
Q4 | $43.4K | Buy |
572
+12
| +2% | +$910 | ﹤0.01% | 321 |
|
|
2024
Q3 | $36.9K | Buy |
560
+60
| +12% | +$3.95K | ﹤0.01% | 350 |
|
|
2024
Q2 | $26.8K | Hold |
500
| – | – | ﹤0.01% | 363 |
|
|
2024
Q1 | $26.4K | Buy |
+500
| New | +$26.4K | ﹤0.01% | 378 |
|
|
2020
Q1 | – | Sell |
-22
| Closed | -$1.32K | – | 486 |
|
|
2019
Q4 | $1.32K | Buy |
+22
| New | +$1.32K | ﹤0.01% | 637 |
|