First Trust Direct Indexing’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$289K Sell
2024
Q2
$624K Buy
2024
Q1
$377K Buy
2023
Q4
$365K Buy
2023
Q3
$208K Buy