WIA
Wetzel Investment Advisors’s CenterPoint Energy CNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
13,636
+6
| +0% | +$220 | 0.23% | 66 |
|
|
2025
Q1 | $494K | Sell |
13,630
-251
| -2% | -$9.09K | 0.25% | 68 |
|
|
2024
Q4 | $440K | Sell |
13,881
-149
| -1% | -$4.73K | 0.22% | 73 |
|
|
2024
Q3 | $413K | Buy |
14,030
+627
| +5% | +$18.4K | 0.21% | 76 |
|
|
2024
Q2 | $382K | Sell |
13,403
-627
| -4% | -$17.9K | 0.22% | 72 |
|
|
2024
Q1 | $392K | Buy |
14,030
+81
| +0.6% | +$2.26K | 0.23% | 73 |
|
|
2023
Q4 | $399K | Buy |
+13,949
| New | +$399K | 0.25% | 68 |
|