YHB Investment 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 | $259K | Hold |
3,134
| – | – | 0.02% | 268 |
|
|
2025
Q1 | $268K | Sell |
3,134
-352
| -10% | -$30.1K | 0.02% | 251 |
|
|
2024
Q4 | $264K | Sell |
3,486
-176
| -5% | -$13.3K | 0.02% | 245 |
|
|
2024
Q3 | $241K | Buy |
+3,662
| New | +$241K | 0.02% | 260 |
|
|
2023
Q1 | – | Sell |
-3,662
| Closed | -$206K | – | 283 |
|
|
2022
Q4 | $206K | Buy |
+3,662
| New | +$206K | 0.02% | 278 |
|
|
2022
Q3 | – | Sell |
-3,662
| Closed | -$206K | – | 285 |
|
|
2022
Q2 | $206K | Hold |
3,662
| – | – | 0.02% | 272 |
|
|
2022
Q1 | $214K | Hold |
3,662
| – | – | 0.02% | 284 |
|
|
2021
Q4 | $206K | Buy |
+3,662
| New | +$206K | 0.02% | 307 |
|
|
2020
Q1 | – | Sell |
-3,402
| Closed | -$204K | – | 172 |
|
|
2019
Q4 | $204K | Buy |
+3,402
| New | +$204K | 0.03% | 183 |
|