MinichMacGregor Wealth Management’s CenterPoint Energy CNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,094	Closed	-$32.8K	–	196
2022 Q4	$32.8K	Buy	+1,094	New	+$31.8K	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%	-$83.1K	0.02%	149
2017 Q4	$119K	Buy	4,207 +35	+0.8%	+$1.02K	0.09%	61
2017 Q3	$121K	Sell	4,172 -227	-5%	-$6.55K	0.1%	55
2017 Q2	$120K	Sell	4,399 -220	-5%	-$6.17K	0.1%	54
2017 Q1	$127K	Buy	4,619 +3,733	+421%	+$99.3K	0.11%	50
2016 Q4	$21K	Hold	886	–	–	0.02%	173
2016 Q3	$20K	Buy	886 +590	+199%	+$13.8K	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	+$5.25K	0.01%	278