SWA
SOA Wealth Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$427 | – | 863 |
|
|
2024
Q1 | $427 | Hold |
15
| – | – | ﹤0.01% | 815 |
|
|
2023
Q4 | $429 | Hold |
15
| – | – | ﹤0.01% | 808 |
|
|
2023
Q3 | $403 | Hold |
15
| – | – | ﹤0.01% | 834 |
|
|
2023
Q2 | $437 | Hold |
15
| – | – | ﹤0.01% | 841 |
|
|
2023
Q1 | $442 | Hold |
15
| – | – | ﹤0.01% | 852 |
|
|
2022
Q4 | $450 | Hold |
15
| – | – | ﹤0.01% | 853 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 846 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 914 |
|
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 887 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 903 |
|
|
2021
Q2 | $0 | Sell |
15
-7
| -32% | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $0 | Buy |
22
+6
| +38% | – | ﹤0.01% | 820 |
|
|
2020
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 801 |
|