Financial Architects (New Jersey)’s CenterPoint Energy CNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-500	Closed	-$9K	–	363
2020 Q2	$9K	Sell	500 -500	-50%	-$8.61K	﹤0.01%	655
2020 Q1	$15K	Hold	1,000	–	–	﹤0.01%	556
2019 Q4	$27K	Hold	1,000	–	–	0.01%	523
2019 Q3	$30K	Hold	1,000	–	–	0.01%	520
2019 Q2	$29K	Hold	1,000	–	–	0.01%	622
2019 Q1	$31K	Hold	1,000	–	–	0.01%	745
2018 Q4	$28K	Buy	+1,000	New	+$27.9K	0.01%	705
2018 Q3	–	Sell	-1,000	Closed	-$28K	–	1429
2018 Q2	$28K	Sell	1,000 -458	-31%	-$12K	0.01%	721
2018 Q1	$40K	Sell	1,458 -530	-27%	-$14.4K	0.01%	671
2017 Q4	$57K	Hold	1,988	–	–	0.01%	638
2017 Q3	$58K	Sell	1,988 -7	-0.4%	-$202	0.01%	641
2017 Q2	$55K	Sell	1,995 -156	-7%	-$4.38K	0.01%	642
2017 Q1	$59K	Sell	2,151 -902	-30%	-$24K	0.01%	608
2016 Q4	$75K	Sell	3,053 -416	-12%	-$9.73K	0.02%	459
2016 Q3	$81K	Hold	3,469	–	–	0.02%	437
2016 Q2	$83K	Buy	3,469 +1,969	+131%	+$43.5K	0.02%	411
2016 Q1	$31K	Buy	+1,500	New	+$28.3K	0.01%	489
2015 Q3	–	Sell	-1,500	Closed	-$29K	–	345
2015 Q2	$29K	Hold	1,500	–	–	0.01%	543
2015 Q1	$31K	Sell	1,500 -29	-2%	-$634	0.01%	479
2014 Q4	$36K	Buy	1,529 +29	+2%	+$692	0.02%	405
2014 Q3	$37K	Hold	1,500	–	–	0.02%	353
2014 Q2	$38K	Buy	+1,500	New	+$36.4K	0.02%	366
2013 Q4	–	Sell	-500	Closed	-$12K	–	234
2013 Q3	$12K	Sell	500 -252	-34%	-$6K	0.01%	457
2013 Q2	$18K	Buy	+752	New	+$17.9K	0.01%	375