Omnia Family Wealth’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-188
| Closed | -$9K | – | 233 |
|
|
2019
Q1 | $9K | Hold |
188
| – | – | ﹤0.01% | 268 |
|
|
2018
Q4 | $8K | Hold |
188
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $8K | Hold |
188
| – | – | ﹤0.01% | 275 |
|
|
2018
Q2 | $8K | Hold |
188
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $7K | Sell |
188
-360
| -66% | -$13.4K | ﹤0.01% | 282 |
|
|
2017
Q4 | $22K | Buy |
548
+360
| +191% | +$14.5K | 0.01% | 223 |
|
|
2017
Q3 | $7K | Sell |
188
-68
| -27% | -$2.53K | ﹤0.01% | 310 |
|
|
2017
Q2 | $10K | Buy |
256
+150
| +142% | +$5.86K | ﹤0.01% | 279 |
|
|
2017
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 437 |
|
|
2016
Q4 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 429 |
|