Mark Sheptoff Financial Planning’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Hold |
400
| – | – | 0.02% | 217 |
|
|
2025
Q1 | $34.2K | Hold |
400
| – | – | 0.02% | 195 |
|
|
2024
Q4 | $30.3K | Hold |
400
| – | – | 0.02% | 218 |
|
|
2024
Q3 | $26.3K | Hold |
400
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $21.4K | Hold |
400
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $21.1K | Hold |
400
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $20.2K | Hold |
400
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $18.5K | Sell |
400
-400
| -50% | -$18.5K | 0.01% | 217 |
|
|
2023
Q2 | $38.9K | Sell |
800
-400
| -33% | -$19.5K | 0.02% | 180 |
|
|
2023
Q1 | $64.6K | Hold |
1,200
| – | – | 0.04% | 136 |
|
|
2022
Q4 | $67.5K | Hold |
1,200
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $60K | Hold |
1,200
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $68K | Hold |
1,200
| – | – | 0.04% | 138 |
|
|
2022
Q1 | $70K | Buy |
+1,200
| New | +$70K | 0.04% | 150 |
|