LWM
ETR icon

Liberty Wealth Management’s Entergy ETR Stock Holding History

Liberty Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4
Closed – – 1093
2021
Q1 		$0 Hold
4
– – ﹤0.01% 963
2020
Q4 		$0 Buy
+4
New +$211 ﹤0.01% 980
2020
Q3 		– Sell
-20
Closed -$1K – 884
2020
Q2 		$1K Hold
20
– – ﹤0.01% 780
2020
Q1 		$1K Sell
20
-6
-23% -$356 ﹤0.01% 792
2019
Q4 		$2K Sell
26
-4
-13% -$236 ﹤0.01% 764
2019
Q3 		$2K Sell
30
-7,102
-100% -$388K ﹤0.01% 736
2019
Q2 		$367K Buy
7,132
+7,102
+23,673% +$346K 0.32% 66
2019
Q1 		$1K Hold
30
– – ﹤0.01% 670
2018
Q4 		$1K Buy
+30
New +$1.28K ﹤0.01% 708

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return