Carson Wealth (CWM LLC)’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Buy |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $38K | Hold |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $38K | Sell |
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|
2018
Q4 | $45K | Buy |
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|
2018
Q3 | $41K | Buy |
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|
2018
Q2 | $38K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $7K | Buy |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $2K | Buy |
|