Jamison Private Wealth Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-916
| Closed | -$60.3K | – | 288 |
|
|
2024
Q3 | $60.3K | Buy |
916
+2
| +0.2% | +$132 | 0.01% | 246 |
|
|
2024
Q2 | $48.9K | Buy |
914
+468
| +105% | +$25K | 0.01% | 247 |
|
|
2024
Q1 | $23.6K | Buy |
446
+22
| +5% | +$1.17K | ﹤0.01% | 288 |
|
|
2023
Q4 | $21.4K | Buy |
424
+120
| +39% | +$6.06K | ﹤0.01% | 271 |
|
|
2023
Q3 | $14.1K | Buy |
+304
| New | +$14.1K | ﹤0.01% | 283 |
|