Wealthspire Advisors (New York)’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $559K | Sell |
6,728
-160
| -2% | -$13.3K | ﹤0.01% | 509 |
|
2025
Q1 | $589K | Sell |
6,888
-118
| -2% | -$10.1K | ﹤0.01% | 481 |
|
2024
Q4 | $531K | Buy |
7,006
+110
| +2% | +$8.34K | 0.01% | 499 |
|
2024
Q3 | $454K | Buy |
6,896
+146
| +2% | +$9.61K | ﹤0.01% | 513 |
|
2024
Q2 | $361K | Sell |
6,750
-176
| -3% | -$9.42K | ﹤0.01% | 498 |
|
2024
Q1 | $366K | Sell |
6,926
-840
| -11% | -$44.4K | ﹤0.01% | 487 |
|
2023
Q4 | $393K | Buy |
7,766
+734
| +10% | +$37.1K | 0.01% | 459 |
|
2023
Q3 | $325K | Buy |
+7,032
| New | +$325K | 0.01% | 469 |
|
2022
Q1 | – | Sell |
-3,772
| Closed | -$212K | – | 474 |
|
2021
Q4 | $212K | Buy |
+3,772
| New | +$212K | ﹤0.01% | 509 |
|
2021
Q2 | – | Sell |
-4,570
| Closed | -$227K | – | 473 |
|
2021
Q1 | $227K | Sell |
4,570
-142
| -3% | -$7.05K | 0.01% | 636 |
|
2020
Q4 | $235K | Buy |
+4,712
| New | +$235K | 0.01% | 511 |
|
2020
Q2 | – | Sell |
-4,296
| Closed | -$202K | – | 352 |
|
2020
Q1 | $202K | Buy |
+4,296
| New | +$202K | 0.01% | 496 |
|
2019
Q1 | – | Sell |
-192
| Closed | -$8K | – | 287 |
|
2018
Q4 | $8K | Buy |
+192
| New | +$8K | ﹤0.01% | 552 |
|