HWP
Hefty Wealth Partners’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$113K | – | 246 |
|
|
2017
Q4 | $113K | Hold |
4,000
| – | – | 0.07% | 100 |
|
|
2017
Q3 | $117K | Sell |
4,000
-1,340
| -25% | -$39.2K | 0.08% | 96 |
|
|
2017
Q2 | $146K | Hold |
5,340
| – | – | 0.1% | 82 |
|
|
2017
Q1 | $147K | Hold |
5,340
| – | – | 0.11% | 86 |
|
|
2016
Q4 | $131K | Hold |
5,340
| – | – | 0.11% | 77 |
|
|
2016
Q3 | $124K | Hold |
5,340
| – | – | 0.09% | 91 |
|
|
2016
Q2 | $128K | Hold |
5,340
| – | – | 0.11% | 89 |
|
|
2016
Q1 | $111K | Buy |
+5,340
| New | +$111K | 0.1% | 90 |
|