CTWM
Cherry Tree Wealth Management’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184 | Hold |
5
| – | – | ﹤0.01% | 600 |
|
|
2025
Q1 | $182 | Hold |
5
| – | – | ﹤0.01% | 753 |
|
|
2024
Q4 | $159 | Hold |
5
| – | – | ﹤0.01% | 642 |
|
|
2024
Q3 | $148 | Hold |
5
| – | – | ﹤0.01% | 610 |
|
|
2024
Q2 | $155 | Hold |
5
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $143 | Hold |
5
| – | – | ﹤0.01% | 590 |
|
|
2023
Q4 | $143 | Hold |
5
| – | – | ﹤0.01% | 587 |
|
|
2023
Q3 | $135 | Hold |
5
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $146 | Buy |
+5
| New | +$146 | ﹤0.01% | 602 |
|