Bell Investment Advisors’s Clearway Energy Class A CWEN.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-14
| Closed | -$399 | – | 1910 |
|
2025
Q1 | $399 | Hold |
14
| – | – | ﹤0.01% | 1820 |
|
2024
Q4 | $343 | Hold |
14
| – | – | ﹤0.01% | 1845 |
|
2024
Q3 | $399 | Sell |
14
-17
| -55% | -$485 | ﹤0.01% | 1822 |
|
2024
Q2 | $703 | Hold |
31
| – | – | ﹤0.01% | 1703 |
|
2024
Q1 | $667 | Hold |
31
| – | – | ﹤0.01% | 1723 |
|
2023
Q4 | $793 | Hold |
31
| – | – | ﹤0.01% | 1652 |
|
2023
Q3 | $618 | Hold |
31
| – | – | ﹤0.01% | 1706 |
|
2023
Q2 | $837 | Hold |
31
| – | – | ﹤0.01% | 1640 |
|
2023
Q1 | $931 | Buy |
31
+17
| +121% | +$511 | ﹤0.01% | 1603 |
|
2022
Q4 | $419 | Hold |
14
| – | – | ﹤0.01% | 1901 |
|
2022
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1768 |
|