Keudell/Morrison Wealth Management’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,755
| Closed | -$236K | – | 235 |
|
|
2025
Q1 | $236K | Sell |
2,755
-189
| -6% | -$16.2K | 0.06% | 188 |
|
|
2024
Q4 | $223K | Sell |
2,944
-1,612
| -35% | -$122K | 0.06% | 196 |
|
|
2024
Q3 | $300K | Hold |
4,556
| – | – | 0.08% | 162 |
|
|
2024
Q2 | $244K | Sell |
4,556
-94
| -2% | -$5.03K | 0.07% | 179 |
|
|
2024
Q1 | $246K | Buy |
4,650
+134
| +3% | +$7.08K | 0.07% | 179 |
|
|
2023
Q4 | $228K | Sell |
4,516
-434
| -9% | -$22K | 0.08% | 175 |
|
|
2023
Q3 | $229K | Buy |
+4,950
| New | +$229K | 0.07% | 165 |
|