Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-900
| Closed | -$16.8K | – | 469 |
|
|
2020
Q2 | $16.8K | Hold |
900
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $13.9K | Hold |
900
| – | – | ﹤0.01% | 352 |
|
|
2019
Q4 | $24.5K | Buy |
900
+200
| +29% | +$5.45K | ﹤0.01% | 363 |
|
|
2019
Q3 | $21K | Buy |
700
+150
| +27% | +$4.5K | ﹤0.01% | 341 |
|
|
2019
Q2 | $15.7K | Hold |
550
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $16.9K | Hold |
550
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $15K | Buy |
550
+250
| +83% | +$6.82K | ﹤0.01% | 281 |
|
|
2018
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 313 |
|