Tyler-Stone Wealth Management’s Entergy ETR Stock Holding History

Tyler-Stone Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-300	Closed	-$16.1K	–	496
2024 Q2	$16.1K	Hold	300	–	–	0.01%	564
2024 Q1	$15.9K	Hold	300	–	–	0.01%	567
2023 Q4	$15.2K	Hold	300	–	–	0.01%	559
2023 Q3	$14K	Hold	300	–	–	0.01%	537
2023 Q2	$15K	Buy	+300	New	+$15.5K	0.01%	527
2022 Q4	$17K	Sell	300 -50	-14%	-$2.74K	0.01%	463
2022 Q3	$18K	Hold	350	–	–	0.01%	446
2022 Q2	$20K	Hold	350	–	–	0.01%	443
2022 Q1	$20K	Hold	350	–	–	0.01%	470
2021 Q4	$20K	Buy	+350	New	+$18.4K	0.01%	490

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return