EWM
Empirical Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,552
| Closed | -$257K | – | 471 |
|
2023
Q1 | $257K | Hold |
8,552
| – | – | 0.01% | 417 |
|
2022
Q4 | $256K | Hold |
8,552
| – | – | 0.01% | 400 |
|
2022
Q3 | $249K | Hold |
8,552
| – | – | 0.01% | 409 |
|
2022
Q2 | $273K | Hold |
8,552
| – | – | 0.01% | 403 |
|
2022
Q1 | $285K | Buy |
+8,552
| New | +$285K | 0.01% | 411 |
|