Carson Wealth (CWM LLC)’s Clearway Energy Class C CWEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Sell |
2,339
-274
| -10% | -$8.79K | ﹤0.01% | 2947 |
|
|
2025
Q1 | $79K | Buy |
2,613
+276
| +12% | +$8.34K | ﹤0.01% | 2609 |
|
|
2024
Q4 | $61K | Sell |
2,337
-103
| -4% | -$2.69K | ﹤0.01% | 2638 |
|
|
2024
Q3 | $75K | Buy |
2,440
+162
| +7% | +$4.98K | ﹤0.01% | 2373 |
|
|
2024
Q2 | $56K | Buy |
2,278
+434
| +24% | +$10.7K | ﹤0.01% | 2391 |
|
|
2024
Q1 | $43K | Buy |
1,844
+529
| +40% | +$12.3K | ﹤0.01% | 2389 |
|
|
2023
Q4 | $36K | Buy |
1,315
+84
| +7% | +$2.3K | ﹤0.01% | 2365 |
|
|
2023
Q3 | $26K | Buy |
1,231
+1,196
| +3,417% | +$25.3K | ﹤0.01% | 2495 |
|
|
2023
Q2 | $1K | Sell |
35
-839
| -96% | -$24K | ﹤0.01% | 3930 |
|
|
2023
Q1 | $27K | Sell |
874
-67
| -7% | -$2.07K | ﹤0.01% | 2282 |
|
|
2022
Q4 | $30K | Sell |
941
-167
| -15% | -$5.32K | ﹤0.01% | 2072 |
|
|
2022
Q3 | $35K | Buy |
1,108
+137
| +14% | +$4.33K | ﹤0.01% | 1847 |
|
|
2022
Q2 | $34K | Buy |
971
+67
| +7% | +$2.35K | ﹤0.01% | 1808 |
|
|
2022
Q1 | $33K | Hold |
904
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q4 | $33K | Buy |
+904
| New | +$33K | ﹤0.01% | 1745 |
|
|
2021
Q2 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2021
Q1 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q4 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q3 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q2 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q1 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q4 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q3 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q2 | $24K | Hold |
904
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q1 | $24K | Buy |
+904
| New | +$24K | ﹤0.01% | 1699 |
|
|
2018
Q4 | – | Sell |
-68
| Closed | -$1K | – | 2108 |
|
|
2018
Q3 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 1637 |
|