FWM
Finer Wealth Management’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
11,049
| – | – | 0.22% | 64 |
|
|
2025
Q1 | $400K | Hold |
11,049
| – | – | 0.24% | 61 |
|
|
2024
Q4 | $351K | Hold |
11,049
| – | – | 0.2% | 69 |
|
|
2024
Q3 | $325K | Hold |
11,049
| – | – | 0.2% | 68 |
|
|
2024
Q2 | $342K | Sell |
11,049
-4,000
| -27% | -$124K | 0.22% | 67 |
|
|
2024
Q1 | $429K | Hold |
15,049
| – | – | 0.28% | 58 |
|
|
2023
Q4 | $430K | Hold |
15,049
| – | – | 0.32% | 54 |
|
|
2023
Q3 | $404K | Hold |
15,049
| – | – | 0.32% | 56 |
|
|
2023
Q2 | $439K | Buy |
15,049
+49
| +0.3% | +$1.43K | 0.34% | 56 |
|
|
2023
Q1 | $442K | Hold |
15,000
| – | – | 0.37% | 55 |
|
|
2022
Q4 | $450K | Hold |
15,000
| – | – | 0.42% | 54 |
|
|
2022
Q3 | $423K | Hold |
15,000
| – | – | 0.42% | 55 |
|
|
2022
Q2 | $444K | Hold |
15,000
| – | – | 0.41% | 54 |
|
|
2022
Q1 | $460K | Sell |
15,000
-5,000
| -25% | -$153K | 0.38% | 55 |
|
|
2021
Q4 | $558K | Buy |
+20,000
| New | +$558K | 0.46% | 51 |
|