United Asset Strategies’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-16,175
Closed -$441K 178
2019
Q4
$441K Sell
16,175
-54,580
-77% -$1.49M 0.09% 158
2019
Q3
$2.14M Buy
+70,755
New +$2.14M 0.47% 62