Accel Wealth Management’s CenterPoint Energy CNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,849
Closed -$113K 293
2023
Q1
$113K Buy
3,849
+26
+0.7% +$766 0.05% 304
2022
Q4
$115K Buy
3,823
+22
+0.6% +$660 0.05% 222
2022
Q3
$112K Sell
3,801
-195
-5% -$5.75K 0.06% 229
2022
Q2
$118K Buy
3,996
+21
+0.5% +$620 0.07% 212
2022
Q1
$124K Buy
3,975
+24
+0.6% +$749 0.06% 225
2021
Q4
$110K Buy
3,951
+24
+0.6% +$668 0.05% 246
2021
Q3
$97K Sell
3,927
-125
-3% -$3.09K 0.06% 223
2021
Q2
$99K Sell
4,052
-1,485
-27% -$36.3K 0.07% 235
2021
Q1
$125K Buy
5,537
+129
+2% +$2.91K 0.1% 185
2020
Q4
$117K Buy
+5,408
New +$117K 0.11% 184