Carson Wealth (CWM LLC)’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 | $137K | Buy |
4,523
+434
| +11% | +$13.1K | ﹤0.01% | 2455 |
|
|
2025
Q1 | $116K | Sell |
4,089
-139
| -3% | -$3.94K | ﹤0.01% | 2297 |
|
|
2024
Q4 | $103K | Buy |
4,228
+383
| +10% | +$9.33K | ﹤0.01% | 2264 |
|
|
2024
Q3 | $109K | Buy |
3,845
+59
| +2% | +$1.67K | ﹤0.01% | 2145 |
|
|
2024
Q2 | $86K | Buy |
3,786
+1,297
| +52% | +$29.5K | ﹤0.01% | 2067 |
|
|
2024
Q1 | $54K | Buy |
2,489
+222
| +10% | +$4.82K | ﹤0.01% | 2237 |
|
|
2023
Q4 | $58K | Buy |
2,267
+1,031
| +83% | +$26.4K | ﹤0.01% | 2074 |
|
|
2023
Q3 | $25K | Buy |
1,236
+745
| +152% | +$15.1K | ﹤0.01% | 2518 |
|
|
2023
Q2 | $13K | Buy |
491
+119
| +32% | +$3.15K | ﹤0.01% | 2908 |
|
|
2023
Q1 | $11K | Hold |
372
| – | – | ﹤0.01% | 2882 |
|
|
2022
Q4 | $11K | Sell |
372
-34
| -8% | -$1.01K | ﹤0.01% | 2739 |
|
|
2022
Q3 | $12K | Hold |
406
| – | – | ﹤0.01% | 2551 |
|
|
2022
Q2 | $13K | Sell |
406
-24
| -6% | -$768 | ﹤0.01% | 2408 |
|
|
2022
Q1 | $14K | Buy |
430
+24
| +6% | +$781 | ﹤0.01% | 2285 |
|
|
2021
Q4 | $14K | Buy |
+406
| New | +$14K | ﹤0.01% | 2161 |
|
|
2021
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q1 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 2089 |
|
|
2017
Q1 | – | Sell |
-225
| Closed | -$3K | – | 1201 |
|
|
2016
Q4 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 917 |
|