LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-416
| Closed | -$13K | – | 637 |
|
|
2022
Q1 | $13K | Buy |
+416
| New | +$13K | ﹤0.01% | 536 |
|
|
2021
Q3 | – | Sell |
-93
| Closed | -$2K | – | 791 |
|
|
2021
Q2 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 841 |
|
|
2018
Q1 | – | Sell |
-41
| Closed | -$1K | – | 738 |
|
|
2017
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 702 |
|