Optivise Advisory Services’s Entergy ETR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
4,597
+1
+0% +$83 0.2% 114
2025
Q1
$393K Buy
4,596
+48
+1% +$4.1K 0.22% 102
2024
Q4
$345K Hold
4,548
0.19% 111
2024
Q3
$299K Hold
4,548
0.16% 120
2024
Q2
$243K Buy
+4,548
New +$243K 0.13% 147