Beacon Pointe Advisors’s Clearway Energy Class A CWEN.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
15,350
| – | – | ﹤0.01% | 890 |
|
|
2025
Q1 | $437K | Hold |
15,350
| – | – | ﹤0.01% | 876 |
|
|
2024
Q4 | $375K | Buy |
15,350
+7,000
| +84% | +$171K | ﹤0.01% | 918 |
|
|
2024
Q3 | $238K | Buy |
+8,350
| New | +$238K | ﹤0.01% | 1087 |
|
|
2024
Q1 | – | Sell |
-8,350
| Closed | -$214K | – | 1328 |
|
|
2023
Q4 | $214K | Buy |
+8,350
| New | +$214K | ﹤0.01% | 1181 |
|
|
2023
Q3 | – | Sell |
-8,500
| Closed | -$230K | – | 1319 |
|
|
2023
Q2 | $230K | Sell |
8,500
-1,130
| -12% | -$30.5K | ﹤0.01% | 964 |
|
|
2023
Q1 | $289K | Buy |
9,630
+17
| +0.2% | +$511 | ﹤0.01% | 951 |
|
|
2022
Q4 | $288K | Buy |
9,613
+785
| +9% | +$23.5K | 0.01% | 875 |
|
|
2022
Q3 | $258K | Buy |
8,828
+178
| +2% | +$5.2K | 0.01% | 840 |
|
|
2022
Q2 | $277K | Sell |
8,650
-50
| -0.6% | -$1.6K | 0.01% | 851 |
|
|
2022
Q1 | $290K | Hold |
8,700
| – | – | ﹤0.01% | 991 |
|
|
2021
Q4 | $291K | Hold |
8,700
| – | – | 0.01% | 741 |
|
|
2021
Q3 | $245K | Buy |
+8,700
| New | +$245K | 0.01% | 780 |
|