Marcum Wealth’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $606K | Sell |
7,084
-345
| -5% | -$29.5K | 0.05% | 169 |
|
|
2024
Q4 | $563K | Sell |
7,429
-485
| -6% | -$36.8K | 0.05% | 179 |
|
|
2024
Q3 | $521K | Buy |
7,914
+4
| +0.1% | +$263 | 0.05% | 190 |
|
|
2024
Q2 | $423K | Buy |
7,910
+1,094
| +16% | +$58.5K | 0.04% | 220 |
|
|
2024
Q1 | $360K | Buy |
+6,816
| New | +$360K | 0.04% | 236 |
|