Lido 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
Q3 | – | Sell |
-6,875
| Closed | -$213K | – | 1276 |
|
2024
Q2 | $213K | Sell |
6,875
-3,505
| -34% | -$109K | ﹤0.01% | 1135 |
|
2024
Q1 | $296K | Sell |
10,380
-255
| -2% | -$7.27K | ﹤0.01% | 1005 |
|
2023
Q4 | $304K | Buy |
10,635
+881
| +9% | +$25.2K | ﹤0.01% | 925 |
|
2023
Q3 | $262K | Buy |
9,754
+1,707
| +21% | +$45.8K | ﹤0.01% | 877 |
|
2023
Q2 | $235K | Buy |
+8,047
| New | +$235K | ﹤0.01% | 937 |
|