Financial Advocates Investment Management’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,121
Closed -$723K 747
2022
Q4
$723K Buy
24,121
+7,503
+45% +$225K 0.05% 356
2022
Q3
$521K Buy
+16,618
New +$521K 0.04% 405