AOWM
Alpha Omega Wealth Management’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-347
| Closed | -$10K | – | 279 |
|
|
2019
Q2 | $10K | Buy |
347
+47
| +16% | +$1.35K | ﹤0.01% | 437 |
|
|
2019
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 393 |
|
|
2018
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 394 |
|
|
2018
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 362 |
|
|
2017
Q4 | $9K | Sell |
300
-100
| -25% | -$3K | ﹤0.01% | 347 |
|
|
2017
Q3 | $12K | Hold |
400
| – | – | 0.01% | 339 |
|
|
2017
Q2 | $11K | Hold |
400
| – | – | 0.01% | 337 |
|
|
2017
Q1 | $11K | Hold |
400
| – | – | 0.01% | 340 |
|
|
2016
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 340 |
|