Tradition Wealth Management’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,141
Closed -$33K 531
2023
Q4
$33K Sell
1,141
-10
-0.9% -$289 ﹤0.01% 716
2023
Q3
$31K Sell
1,151
-10
-0.9% -$269 ﹤0.01% 724
2023
Q2
$34K Buy
1,161
+15
+1% +$439 ﹤0.01% 734
2023
Q1
$34K Buy
1,146
+155
+16% +$4.6K ﹤0.01% 715
2022
Q4
$30K Buy
991
+10
+1% +$303 ﹤0.01% 655
2022
Q3
$28K Buy
981
+5
+0.5% +$143 ﹤0.01% 671
2022
Q2
$29K Hold
976
﹤0.01% 574
2022
Q1
$30K Hold
976
﹤0.01% 625
2021
Q4
$27K Hold
976
﹤0.01% 666
2021
Q3
$24K Hold
976
﹤0.01% 682
2021
Q2
$24K Hold
976
﹤0.01% 715
2021
Q1
$22K Hold
976
﹤0.01% 617
2020
Q4
$21K Buy
+976
New +$21K ﹤0.01% 581