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Prevail Innovative Wealth Advisors’s Entergy ETR Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio ETR Stock Details ETR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,816
Closed -$1.9M – 166
2023
Q4 		$1.9M Buy
18,816
+2,212
+13% +$224K 0.91% 42
2023
Q3 		$1.54M Buy
+16,604
New +$1.54M 0.8% 53