Westover Capital Advisors’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Hold |
6,000
| – | – | 0.1% | 145 |
|
|
2025
Q1 | $513K | Buy |
6,000
+2,400
| +67% | +$205K | 0.11% | 139 |
|
|
2024
Q4 | $273K | Hold |
3,600
| – | – | 0.06% | 198 |
|
|
2024
Q3 | $237K | Buy |
+3,600
| New | +$237K | 0.05% | 221 |
|
|
2013
Q4 | – | Sell |
-7,824
| Closed | -$247K | – | 80 |
|
|
2013
Q3 | $247K | Sell |
7,824
-1,256
| -14% | -$39.7K | 0.26% | 68 |
|
|
2013
Q2 | $316K | Buy |
+9,080
| New | +$316K | 0.31% | 59 |
|