PWAG
Polaris Wealth Advisory Group’s Entergy ETR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-219,461
| Closed | -$16.8M | – | 118 |
|
|
2016
Q3 | $16.8M | Buy |
219,461
+13,700
| +7% | +$1.05M | 2.01% | 21 |
|
|
2016
Q2 | $16.7M | Buy |
205,761
+33,489
| +19% | +$2.72M | 2.6% | 12 |
|
|
2016
Q1 | $13.7M | Buy |
+172,272
| New | +$13.7M | 2.14% | 19 |
|