MWPCG
Measured Wealth Private Client Group’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,984
| Closed | -$200K | – | 153 |
|
|
2019
Q2 | $200K | Sell |
6,984
-4,329
| -38% | -$124K | 0.12% | 186 |
|
|
2019
Q1 | $347K | Buy |
+11,313
| New | +$347K | 0.21% | 106 |
|
|
2018
Q4 | – | Sell |
-6,733
| Closed | -$187K | – | 219 |
|
|
2018
Q3 | $187K | Buy |
+6,733
| New | +$187K | 0.11% | 154 |
|