SWMG
Signature Wealth Management Group’s Entergy ETR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
5,743
-30,719
| -84% | -$2.55M | 0.19% | 88 |
|
|
2025
Q1 | $3.12M | Sell |
36,462
-30,383
| -45% | -$2.6M | 1.21% | 35 |
|
|
2024
Q4 | $5.07M | Buy |
66,845
+30,376
| +83% | +$2.3M | 2.04% | 9 |
|
|
2024
Q3 | $4.8M | Buy |
36,469
+285
| +0.8% | +$37.5K | 1.92% | 12 |
|
|
2024
Q2 | $3.87M | Buy |
36,184
+170
| +0.5% | +$18.2K | 1.7% | 18 |
|
|
2024
Q1 | $3.85M | Buy |
+36,014
| New | +$3.85M | 1.75% | 20 |
|
|
2018
Q4 | – | Sell |
-53
| Closed | -$4K | – | 143 |
|
|
2018
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 263 |
|
|
2018
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 261 |
|
|
2018
Q1 | $4K | Sell |
53
-11
| -17% | -$830 | ﹤0.01% | 259 |
|
|
2017
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 251 |
|