Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585 | Hold |
18
| – | – | ﹤0.01% | 781 |
|
|
2025
Q1 | $546 | Hold |
18
| – | – | ﹤0.01% | 752 |
|
|
2024
Q4 | $462 | Hold |
18
| – | – | ﹤0.01% | 864 |
|
|
2024
Q3 | $537 | Buy |
18
+1
| +6% | +$30 | ﹤0.01% | 892 |
|
|
2024
Q2 | $426 | Hold |
17
| – | – | ﹤0.01% | 765 |
|
|
2024
Q1 | $392 | Hold |
17
| – | – | ﹤0.01% | 820 |
|
|
2023
Q4 | $457 | Sell |
17
-18
| -51% | -$484 | ﹤0.01% | 781 |
|
|
2023
Q3 | $749 | Hold |
35
| – | – | ﹤0.01% | 958 |
|
|
2023
Q2 | $1K | Buy |
35
+19
| +119% | +$545 | ﹤0.01% | 948 |
|
|
2023
Q1 | $500 | Sell |
16
-19
| -54% | -$594 | ﹤0.01% | 939 |
|
|
2022
Q4 | $1.11K | Buy |
+35
| New | +$1.11K | ﹤0.01% | 1046 |
|
|
2022
Q3 | – | Sell |
-34
| Closed | -$1K | – | 362 |
|
|
2022
Q2 | $1K | Buy |
34
+19
| +127% | +$559 | ﹤0.01% | 1114 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1205 |
|