Carson Wealth (CWM LLC)’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,407
| Closed | -$53K | – | 5245 |
|
|
2024
Q3 | $53K | Sell |
2,407
-125
| -5% | -$2.75K | ﹤0.01% | 2648 |
|
|
2024
Q2 | $56K | Buy |
2,532
+106
| +4% | +$2.34K | ﹤0.01% | 2405 |
|
|
2024
Q1 | $45K | Buy |
2,426
+324
| +15% | +$6.01K | ﹤0.01% | 2367 |
|
|
2023
Q4 | $45K | Sell |
2,102
-26
| -1% | -$557 | ﹤0.01% | 2241 |
|
|
2023
Q3 | $41K | Buy |
2,128
+183
| +9% | +$3.53K | ﹤0.01% | 2191 |
|
|
2023
Q2 | $46K | Buy |
1,945
+4
| +0.2% | +$95 | ﹤0.01% | 2064 |
|
|
2023
Q1 | $57K | Buy |
1,941
+544
| +39% | +$16K | ﹤0.01% | 1791 |
|
|
2022
Q4 | $36K | Buy |
1,397
+679
| +95% | +$17.5K | ﹤0.01% | 1964 |
|
|
2022
Q3 | $19K | Buy |
+718
| New | +$19K | ﹤0.01% | 2270 |
|
|
2018
Q3 | – | Sell |
-95
| Closed | -$2K | – | 2017 |
|
|
2018
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 1437 |
|
|
2018
Q1 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 1213 |
|