Integrated Wealth Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$15K | – | 459 |
|
|
2016
Q3 | $15K | Hold |
400
| – | – | 0.01% | 669 |
|
|
2016
Q2 | $16K | Hold |
400
| – | – | 0.01% | 640 |
|
|
2016
Q1 | $16K | Hold |
400
| – | – | 0.01% | 594 |
|
|
2015
Q4 | $14K | Hold |
400
| – | – | 0.01% | 666 |
|
|
2015
Q3 | $13K | Hold |
400
| – | – | 0.01% | 695 |
|
|
2015
Q2 | $14K | Sell |
400
-48
| -11% | -$1.68K | 0.01% | 706 |
|
|
2015
Q1 | $17K | Buy |
+448
| New | +$17K | 0.01% | 616 |
|