Phillips Wealth Planners’s CenterPoint Energy CNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
9,041
-167
| -2% | -$5.98K | 0.29% | 119 |
|
|
2025
Q1 | $337K | Buy |
9,208
+188
| +2% | +$6.88K | 0.36% | 95 |
|
|
2024
Q4 | $281K | Sell |
9,020
-177
| -2% | -$5.52K | 0.28% | 125 |
|
|
2024
Q3 | $277K | Sell |
9,197
-243
| -3% | -$7.32K | 0.27% | 139 |
|
|
2024
Q2 | $279K | Sell |
9,440
-245
| -3% | -$7.25K | 0.29% | 129 |
|
|
2024
Q1 | $264K | Sell |
9,685
-101
| -1% | -$2.75K | 0.3% | 129 |
|
|
2023
Q4 | $272K | Buy |
+9,786
| New | +$272K | 0.33% | 117 |
|