BerganKDV Wealth Management’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $76.3K | Sell |
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|
2023
Q1 | $88.6K | Buy |
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|
2022
Q4 | $73.2K | Buy |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $81K | Buy |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $66K | Buy |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $68K | Hold |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $65K | Buy |
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