Omnia Family Wealth’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,472
Closed -$45K 192
2019
Q1
$45K Buy
1,472
+205
+16% +$6.27K 0.02% 167
2018
Q4
$36K Hold
1,267
0.02% 169
2018
Q3
$35K Hold
1,267
0.02% 175
2018
Q2
$35K Hold
1,267
0.02% 171
2018
Q1
$35K Hold
1,267
0.02% 169
2017
Q4
$36K Hold
1,267
0.02% 180
2017
Q3
$37K Hold
1,267
0.02% 166
2017
Q2
$35K Hold
1,267
0.02% 174
2017
Q1
$35K Hold
1,267
0.02% 173
2016
Q4
$31K Buy
+1,267
New +$31K 0.02% 186