MinichMacGregor Wealth Management’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,094
| Closed | -$32.8K | – | 196 |
|
|
2022
Q4 | $32.8K | Buy |
+1,094
| New | +$32.8K | 0.01% | 231 |
|
|
2018
Q4 | – | Sell |
-1,156
| Closed | -$31K | – | 178 |
|
|
2018
Q3 | $31K | Hold |
1,156
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $31K | Hold |
1,156
| – | – | 0.02% | 158 |
|
|
2018
Q1 | $31K | Sell |
1,156
-3,051
| -73% | -$81.8K | 0.02% | 149 |
|
|
2017
Q4 | $119K | Buy |
4,207
+35
| +0.8% | +$990 | 0.09% | 61 |
|
|
2017
Q3 | $121K | Sell |
4,172
-227
| -5% | -$6.58K | 0.1% | 55 |
|
|
2017
Q2 | $120K | Sell |
4,399
-220
| -5% | -$6K | 0.1% | 54 |
|
|
2017
Q1 | $127K | Buy |
4,619
+3,733
| +421% | +$103K | 0.11% | 50 |
|
|
2016
Q4 | $21K | Hold |
886
| – | – | 0.02% | 173 |
|
|
2016
Q3 | $20K | Buy |
886
+590
| +199% | +$13.3K | 0.02% | 183 |
|
|
2016
Q2 | $7K | Hold |
296
| – | – | 0.01% | 299 |
|
|
2016
Q1 | $6K | Hold |
296
| – | – | 0.01% | 297 |
|
|
2015
Q4 | $6K | Buy |
+296
| New | +$6K | 0.01% | 278 |
|