Centerpoint Advisors’s Energy Focus EFOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | – | – | 444 |
|
|
2024
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $0 | Sell |
20
-1
| -5% | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 391 |
|
|
2022
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 371 |
|
|
2021
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 272 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 248 |
|
|
2020
Q4 | $1K | Sell |
21
-285
| -93% | -$13.6K | ﹤0.01% | 232 |
|
|
2020
Q3 | $15K | Hold |
306
| – | – | 0.01% | 130 |
|
|
2020
Q2 | $15K | Hold |
306
| – | – | 0.01% | 136 |
|
|
2020
Q1 | $4K | Buy |
306
+20
| +7% | +$261 | ﹤0.01% | 195 |
|
|
2019
Q4 | $5K | Hold |
286
| – | – | ﹤0.01% | 208 |
|
|
2019
Q3 | $5K | Hold |
286
| – | – | ﹤0.01% | 198 |
|
|
2019
Q2 | $4K | Hold |
286
| – | – | ﹤0.01% | 205 |
|
|
2019
Q1 | $12K | Hold |
286
| – | – | 0.01% | 148 |
|
|
2018
Q4 | $6K | Hold |
286
| – | – | 0.01% | 169 |
|
|
2018
Q3 | $21K | Hold |
286
| – | – | 0.02% | 131 |
|
|
2018
Q2 | $19K | Hold |
286
| – | – | 0.02% | 144 |
|
|
2018
Q1 | $26K | Sell |
286
-32
| -10% | -$2.91K | 0.02% | 124 |
|
|
2017
Q4 | $27K | Buy |
+318
| New | +$27K | 0.02% | 106 |
|