Lloyd Advisory Services’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,340
| Closed | -$779K | – | 111 |
|
|
2024
Q1 | $779K | Buy |
+27,340
| New | +$779K | 0.17% | 102 |
|
|
2022
Q2 | – | Sell |
-2,165
| Closed | -$66K | – | 157 |
|
|
2022
Q1 | $66K | Buy |
2,165
+970
| +81% | +$29.6K | 0.03% | 200 |
|
|
2021
Q4 | $33K | Buy |
1,195
+96
| +9% | +$2.65K | 0.02% | 252 |
|
|
2021
Q3 | $27K | Buy |
1,099
+589
| +115% | +$14.5K | 0.01% | 222 |
|
|
2021
Q2 | $13K | Buy |
510
+238
| +88% | +$6.07K | 0.01% | 260 |
|
|
2021
Q1 | $6K | Buy |
272
+12
| +5% | +$265 | ﹤0.01% | 270 |
|
|
2020
Q4 | $6K | Buy |
+260
| New | +$6K | ﹤0.01% | 230 |
|