Whipplewood Advisors’s CenterPoint Energy CNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$772 Buy
21
+8
+62% +$294 ﹤0.01% 1059
2025
Q1
$761 Sell
13
-8
-38% -$468 ﹤0.01% 1075
2024
Q4
$666 Buy
+21
New +$666 ﹤0.01% 1080