Wealthspire Advisors (Maryland)’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,206
Closed -$206K 472
2019
Q2
$206K Sell
7,206
-537
-7% -$16K 0.02% 434
2019
Q1
$238K Sell
7,743
-681
-8% -$20.6K 0.02% 404
2018
Q4
$238K Buy
+8,424
New +$235K 0.02% 371
2018
Q3
Sell
-8,455
Closed -$234K 2399
2018
Q2
$234K Sell
8,455
-21
-0.2% -$551 0.02% 417
2018
Q1
$232K Buy
8,476
+2,373
+39% +$64.7K 0.02% 425
2017
Q4
$173K Sell
6,103
-1,100
-15% -$32.1K 0.02% 537
2017
Q3
$210K Sell
7,203
-2,500
-26% -$72.2K 0.02% 456
2017
Q2
$266K Sell
9,703
-4,765
-33% -$134K 0.03% 369
2017
Q1
$399K Sell
14,468
-3,482
-19% -$92.6K 0.06% 228
2016
Q4
$442K Sell
17,950
-685
-4% -$16K 0.07% 195
2016
Q3
$433K Sell
18,635
-1,259
-6% -$29.4K 0.07% 195
2016
Q2
$477K Sell
19,894
-667
-3% -$14.7K 0.08% 169
2016
Q1
$430K Sell
20,561
-650
-3% -$12.3K 0.08% 180
2015
Q4
$389K Buy
+21,211
New +$376K 0.07% 197

Other funds holding CNP