Berman Capital Advisors’s Clearway Energy Class C CWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21K | Hold |
700
| – | – | ﹤0.01% | 958 |
|
|
2021
Q2 | $18K | Hold |
700
| – | – | ﹤0.01% | 940 |
|
|
2021
Q1 | $19K | Hold |
700
| – | – | ﹤0.01% | 807 |
|
|
2020
Q4 | $22K | Hold |
700
| – | – | 0.01% | 636 |
|
|
2020
Q3 | $18K | Hold |
700
| – | – | 0.01% | 617 |
|
|
2020
Q2 | $16K | Sell |
700
-3,627
| -84% | -$82.9K | ﹤0.01% | 604 |
|
|
2020
Q1 | $80K | Sell |
4,327
-2,773
| -39% | -$51.3K | 0.03% | 229 |
|
|
2019
Q4 | $141K | Hold |
7,100
| – | – | 0.04% | 178 |
|
|
2019
Q3 | $129K | Hold |
7,100
| – | – | 0.04% | 181 |
|
|
2019
Q2 | $119K | Hold |
7,100
| – | – | 0.04% | 188 |
|
|
2019
Q1 | $107K | Hold |
7,100
| – | – | 0.04% | 187 |
|
|
2018
Q4 | $122K | Buy |
+7,100
| New | +$122K | 0.05% | 150 |
|