EFS
Essex Financial Services’s Clearway Energy Class A CWEN.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
32,119
-562
| -2% | -$17K | 0.06% | 259 |
|
|
2025
Q1 | $930K | Sell |
32,681
-865
| -3% | -$24.6K | 0.07% | 246 |
|
|
2024
Q4 | $820K | Sell |
33,546
-1,513
| -4% | -$37K | 0.06% | 272 |
|
|
2024
Q3 | $879K | Buy |
35,059
+109
| +0.3% | +$2.73K | 0.06% | 269 |
|
|
2024
Q2 | $925K | Buy |
34,950
+8,390
| +32% | +$222K | 0.07% | 251 |
|
|
2024
Q1 | $571K | Buy |
26,560
+6,400
| +32% | +$138K | 0.05% | 301 |
|
|
2023
Q4 | $516K | Buy |
20,160
+5,434
| +37% | +$139K | 0.05% | 300 |
|
|
2023
Q3 | $293K | Buy |
14,726
+1,740
| +13% | +$34.7K | 0.03% | 376 |
|
|
2023
Q2 | $351K | Sell |
12,986
-75
| -0.6% | -$2.03K | 0.04% | 337 |
|
|
2023
Q1 | $392K | Buy |
13,061
+290
| +2% | +$8.71K | 0.04% | 332 |
|
|
2022
Q4 | $382K | Buy |
12,771
+2,884
| +29% | +$86.3K | 0.04% | 326 |
|
|
2022
Q3 | $288K | Buy |
9,887
+1,350
| +16% | +$39.3K | 0.03% | 347 |
|
|
2022
Q2 | $273K | Buy |
8,537
+1,505
| +21% | +$48.1K | 0.03% | 380 |
|
|
2022
Q1 | $234K | Buy |
7,032
+820
| +13% | +$27.3K | 0.02% | 430 |
|
|
2021
Q4 | $208K | Buy |
+6,212
| New | +$208K | 0.02% | 469 |
|