KFS
Kaizen Financial Strategies’s Entergy ETR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
5,052
+185
| +4% | +$15.4K | 0.21% | 89 |
|
|
2025
Q1 | $416K | Sell |
4,867
-33
| -0.7% | -$2.82K | 0.24% | 78 |
|
|
2024
Q4 | $372K | Buy |
4,900
+2,450
| +100% | +$186K | 0.21% | 81 |
|
|
2024
Q3 | $322K | Hold |
2,450
| – | – | 0.19% | 94 |
|
|
2024
Q2 | $285K | Buy |
+2,450
| New | +$285K | 0.18% | 94 |
|