Lloyd Advisory Services’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-18,310
| Closed | -$967K | – | 124 |
|
2024
Q1 | $967K | Buy |
18,310
+12,656
| +224% | +$668K | 0.21% | 87 |
|
2023
Q4 | $286K | Buy |
+5,654
| New | +$286K | 0.14% | 92 |
|
2022
Q2 | – | Sell |
-510
| Closed | -$30K | – | 219 |
|
2022
Q1 | $30K | Buy |
510
+38
| +8% | +$2.24K | 0.01% | 291 |
|
2021
Q4 | $27K | Buy |
472
+42
| +10% | +$2.4K | 0.01% | 266 |
|
2021
Q3 | $21K | Buy |
430
+242
| +129% | +$11.8K | 0.01% | 245 |
|
2021
Q2 | $9K | Buy |
188
+92
| +96% | +$4.4K | ﹤0.01% | 286 |
|
2021
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 288 |
|
2020
Q4 | $5K | Sell |
96
-56
| -37% | -$2.92K | ﹤0.01% | 241 |
|
2020
Q3 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 199 |
|