EWM
Endurance Wealth Management’s Clearway Energy Class C CWEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.61M | Buy |
91,349
+448
| +0.5% | +$12.8K | 0.36% | 59 |
|
|
2023
Q1 | $2.85M | Buy |
90,901
+1,900
| +2% | +$59.5K | 0.4% | 54 |
|
|
2022
Q4 | $2.84M | Hold |
89,001
| – | – | 0.43% | 53 |
|
|
2022
Q3 | $2.84M | Sell |
89,001
-350
| -0.4% | -$11.1K | 0.47% | 51 |
|
|
2022
Q2 | $3.11M | Buy |
89,351
+1,075
| +1% | +$37.5K | 0.47% | 53 |
|
|
2022
Q1 | $3.22M | Buy |
88,276
+350
| +0.4% | +$12.8K | 0.42% | 57 |
|
|
2021
Q4 | $3.17M | Buy |
87,926
+2,600
| +3% | +$93.7K | 0.34% | 70 |
|
|
2021
Q3 | $2.58M | Sell |
85,326
-488
| -0.6% | -$14.8K | 0.29% | 82 |
|
|
2021
Q2 | $2.27M | Buy |
85,814
+19,604
| +30% | +$519K | 0.25% | 84 |
|
|
2021
Q1 | $1.86M | Buy |
66,210
+54,360
| +459% | +$1.53M | 0.22% | 87 |
|
|
2020
Q4 | $378K | Sell |
11,850
-800
| -6% | -$25.5K | 0.05% | 157 |
|
|
2020
Q3 | $341K | Buy |
12,650
+6,500
| +106% | +$175K | 0.05% | 153 |
|
|
2020
Q2 | $142K | Buy |
+6,150
| New | +$142K | 0.02% | 205 |
|