Doyle 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-60,952
| Closed | -$1.05M | – | 303 |
|
2018
Q4 | $1.05M | Sell |
60,952
-5,098
| -8% | -$87.9K | 0.18% | 64 |
|
2018
Q3 | $1.27M | Buy |
66,050
+243
| +0.4% | +$4.68K | 0.2% | 63 |
|
2018
Q2 | $1.13M | Buy |
65,807
+3,946
| +6% | +$67.9K | 0.19% | 65 |
|
2018
Q1 | $1.05M | Buy |
61,861
+4,646
| +8% | +$79K | 0.18% | 64 |
|
2017
Q4 | $1.08M | Buy |
57,215
+5,904
| +12% | +$112K | 0.18% | 60 |
|
2017
Q3 | $990K | Buy |
+51,311
| New | +$990K | 0.17% | 62 |
|