AWA
Acorn Wealth Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,351
| Closed | -$217K | – | 174 |
|
|
2023
Q1 | $217K | Sell |
7,351
-320
| -4% | -$9.43K | 0.16% | 153 |
|
|
2022
Q4 | $230K | Sell |
7,671
-21
| -0.3% | -$630 | 0.18% | 135 |
|
|
2022
Q3 | $217K | Sell |
7,692
-176
| -2% | -$4.97K | 0.18% | 138 |
|
|
2022
Q2 | $233K | Sell |
7,868
-343
| -4% | -$10.2K | 0.18% | 141 |
|
|
2022
Q1 | $252K | Sell |
8,211
-413
| -5% | -$12.7K | 0.17% | 144 |
|
|
2021
Q4 | $241K | Sell |
8,624
-656
| -7% | -$18.3K | 0.15% | 157 |
|
|
2021
Q3 | $228K | Sell |
9,280
-555
| -6% | -$13.6K | 0.16% | 153 |
|
|
2021
Q2 | $241K | Sell |
9,835
-425
| -4% | -$10.4K | 0.17% | 143 |
|
|
2021
Q1 | $232K | Sell |
10,260
-197
| -2% | -$4.46K | 0.17% | 139 |
|
|
2020
Q4 | $226K | Sell |
10,457
-1,589
| -13% | -$34.3K | 0.18% | 129 |
|
|
2020
Q3 | $233K | Buy |
12,046
+797
| +7% | +$15.4K | 0.2% | 105 |
|
|
2020
Q2 | $210K | Buy |
11,249
+202
| +2% | +$3.77K | 0.2% | 109 |
|
|
2020
Q1 | $167K | Buy |
+11,047
| New | +$167K | 0.19% | 101 |
|
|
2018
Q3 | – | Sell |
-2,696
| Closed | -$74K | – | 169 |
|
|
2018
Q2 | $74K | Buy |
2,696
+946
| +54% | +$26K | 0.06% | 209 |
|
|
2018
Q1 | $44K | Buy |
1,750
+612
| +54% | +$15.4K | 0.04% | 288 |
|
|
2017
Q4 | $32K | Buy |
+1,138
| New | +$32K | 0.03% | 314 |
|