Meristem Family Wealth’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$410K Sell
7,030
-234
-3% -$13.6K 0.04% 212
2021
Q4
$409K Buy
7,264
+94
+1% +$5.29K 0.04% 253
2021
Q3
$356K Buy
7,170
+270
+4% +$13.4K 0.03% 279
2021
Q2
$344K Buy
+6,900
New +$344K 0.05% 229