Financial Synergies Wealth Advisors’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-334
| Closed | -$9.52K | – | 141 |
|
|
2024
Q1 | $9.52K | Hold |
334
| – | – | ﹤0.01% | 252 |
|
|
2023
Q4 | $10K | Hold |
334
| – | – | ﹤0.01% | 186 |
|
|
2023
Q3 | $8.97K | Hold |
334
| – | – | ﹤0.01% | 243 |
|
|
2023
Q2 | $9.74K | Hold |
334
| – | – | ﹤0.01% | 230 |
|
|
2023
Q1 | $9.84K | Hold |
334
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $10K | Hold |
334
| – | – | ﹤0.01% | 186 |
|
|
2022
Q3 | $9.41K | Hold |
334
| – | – | ﹤0.01% | 165 |
|
|
2022
Q2 | $9.88K | Buy |
+334
| New | +$9.88K | ﹤0.01% | 170 |
|