Simplicity Wealth’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,656
Closed -$640K 625
2024
Q2
$640K Buy
20,656
+1,529
+8% +$47.4K 0.01% 658
2024
Q1
$545K Buy
+19,127
New +$545K 0.01% 700