SFWA
Summit Financial Wealth Advisors’s Entergy ETR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,500
| Closed | -$355K | – | 148 |
|
|
2018
Q2 | $355K | Hold |
4,500
| – | – | 0.12% | 98 |
|
|
2018
Q1 | $355K | Sell |
4,500
-255
| -5% | -$20.1K | 0.12% | 100 |
|
|
2017
Q4 | $387K | Hold |
4,755
| – | – | 0.13% | 94 |
|
|
2017
Q3 | $363K | Hold |
4,755
| – | – | 0.13% | 99 |
|
|
2017
Q2 | $365K | Hold |
4,755
| – | – | 0.14% | 101 |
|
|
2017
Q1 | $361K | Hold |
4,755
| – | – | 0.16% | 105 |
|
|
2016
Q4 | $349K | Buy |
4,755
+100
| +2% | +$7.34K | 0.15% | 107 |
|
|
2016
Q3 | $357K | Hold |
4,655
| – | – | 0.15% | 105 |
|
|
2016
Q2 | $379K | Buy |
+4,655
| New | +$379K | 0.16% | 101 |
|