WP
Wealthspan Partners’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,258
| Closed | -$227K | – | 120 |
|
|
2025
Q1 | $227K | Buy |
+6,258
| New | +$227K | 0.1% | 101 |
|
|
2024
Q4 | – | Sell |
-9,258
| Closed | -$272K | – | 111 |
|
|
2024
Q3 | $272K | Hold |
9,258
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $287K | Hold |
9,258
| – | – | 0.16% | 80 |
|
|
2024
Q1 | $264K | Hold |
9,258
| – | – | 0.16% | 83 |
|
|
2023
Q4 | $265K | Hold |
9,258
| – | – | 0.19% | 73 |
|
|
2023
Q3 | $249K | Hold |
9,258
| – | – | 0.2% | 72 |
|
|
2023
Q2 | $270K | Hold |
9,258
| – | – | 0.21% | 69 |
|
|
2023
Q1 | $273K | Hold |
9,258
| – | – | 0.23% | 63 |
|
|
2022
Q4 | $278K | Hold |
9,258
| – | – | 0.25% | 62 |
|
|
2022
Q3 | $261K | Hold |
9,258
| – | – | 0.27% | 58 |
|
|
2022
Q2 | $274K | Hold |
9,258
| – | – | 0.28% | 58 |
|
|
2022
Q1 | $284K | Hold |
9,258
| – | – | 0.26% | 59 |
|
|
2021
Q4 | $258K | Buy |
+9,258
| New | +$258K | 0.23% | 61 |
|