Congress Wealth Management’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 | $486K | Buy |
15,185
+525
| +4% | +$16.8K | ﹤0.01% | 936 |
|
|
2025
Q1 | $444K | Sell |
14,660
-203
| -1% | -$6.15K | 0.01% | 847 |
|
|
2024
Q4 | $386K | Sell |
14,863
-233
| -2% | -$6.06K | 0.01% | 703 |
|
|
2024
Q3 | $463K | Sell |
15,096
-32
| -0.2% | -$982 | 0.01% | 646 |
|
|
2024
Q2 | $374K | Sell |
15,128
-432
| -3% | -$10.7K | 0.01% | 579 |
|
|
2024
Q1 | $359K | Buy |
15,560
+4,553
| +41% | +$105K | 0.01% | 483 |
|
|
2023
Q4 | $302K | Sell |
11,007
-2,827
| -20% | -$77.5K | 0.01% | 529 |
|
|
2023
Q3 | $293K | Sell |
13,834
-2,554
| -16% | -$54K | 0.01% | 528 |
|
|
2023
Q2 | $468K | Buy |
16,388
+2,508
| +18% | +$71.6K | 0.01% | 426 |
|
|
2023
Q1 | $435K | Buy |
13,880
+3,382
| +32% | +$106K | 0.01% | 436 |
|
|
2022
Q4 | $335K | Buy |
+10,498
| New | +$335K | 0.01% | 461 |
|