Berman Capital Advisors’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $70K | Buy |
2,862
+250
| +10% | +$6.12K | 0.01% | 551 |
|
|
2021
Q2 | $64K | Buy |
2,612
+156
| +6% | +$3.82K | 0.01% | 496 |
|
|
2021
Q1 | $55K | Hold |
2,456
| – | – | 0.01% | 444 |
|
|
2020
Q4 | $53K | Hold |
2,456
| – | – | 0.01% | 397 |
|
|
2020
Q3 | $47K | Buy |
2,456
+492
| +25% | +$9.42K | 0.01% | 356 |
|
|
2020
Q2 | $36K | Buy |
1,964
+721
| +58% | +$13.2K | 0.01% | 398 |
|
|
2020
Q1 | $18K | Buy |
1,243
+1,039
| +509% | +$15K | 0.01% | 517 |
|
|
2019
Q4 | $5K | Hold |
204
| – | – | ﹤0.01% | 963 |
|
|
2019
Q3 | $6K | Hold |
204
| – | – | ﹤0.01% | 884 |
|
|
2019
Q2 | $5K | Buy |
204
+152
| +292% | +$3.73K | ﹤0.01% | 943 |
|
|
2019
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1190 |
|
|
2018
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 967 |
|