ERTS Wealth Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,428
| Closed | -$228K | – | 90 |
|
|
2022
Q1 | $228K | Sell |
7,428
-434
| -6% | -$13.3K | 0.06% | 83 |
|
|
2021
Q4 | $221K | Buy |
+7,862
| New | +$221K | 0.05% | 80 |
|
|
2021
Q3 | – | Sell |
-8,331
| Closed | -$204K | – | 85 |
|
|
2021
Q2 | $204K | Buy |
+8,331
| New | +$204K | 0.06% | 89 |
|
|
2020
Q4 | – | Sell |
-10,497
| Closed | -$203K | – | 79 |
|
|
2020
Q3 | $203K | Buy |
+10,497
| New | +$203K | 0.08% | 71 |
|
|
2020
Q2 | – | Sell |
-27,394
| Closed | -$423K | – | 77 |
|
|
2020
Q1 | $423K | Buy |
+27,394
| New | +$423K | 0.2% | 52 |
|