UIA
Ulland Investment Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
900
| – | – | 0.03% | 124 |
|
|
2025
Q1 | $33K | Hold |
900
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $29K | Hold |
900
| – | – | 0.02% | 134 |
|
|
2024
Q3 | $26K | Hold |
900
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $28K | Sell |
900
-1,000
| -53% | -$31.1K | 0.02% | 126 |
|
|
2024
Q1 | $54K | Hold |
1,900
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $54K | Hold |
1,900
| – | – | 0.05% | 101 |
|
|
2023
Q3 | $51K | Hold |
1,900
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $55K | Hold |
1,900
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $56K | Hold |
1,900
| – | – | 0.07% | 90 |
|
|
2022
Q4 | $57K | Hold |
1,900
| – | – | 0.07% | 89 |
|
|
2022
Q3 | $54K | Hold |
1,900
| – | – | 0.06% | 92 |
|
|
2022
Q2 | $56K | Hold |
1,900
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $58K | Hold |
1,900
| – | – | 0.04% | 98 |
|
|
2021
Q4 | $53K | Buy |
+1,900
| New | +$53K | 0.03% | 102 |
|