Heron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $263K | Hold |
9,208
| – | – | 0.14% | 120 |
|
|
2023
Q1 | $288K | Hold |
9,208
| – | – | 0.16% | 113 |
|
|
2022
Q4 | $292K | Hold |
9,208
| – | – | 0.2% | 96 |
|
|
2022
Q3 | $293K | Hold |
9,208
| – | – | 0.18% | 99 |
|
|
2022
Q2 | $321K | Hold |
9,208
| – | – | 0.19% | 98 |
|
|
2022
Q1 | $336K | Hold |
9,208
| – | – | 0.17% | 107 |
|
|
2021
Q4 | $304K | Hold |
9,208
| – | – | 0.16% | 111 |
|
|
2021
Q3 | $279K | Hold |
9,208
| – | – | 0.16% | 113 |
|
|
2021
Q2 | $244K | Buy |
9,208
+250
| +3% | +$6.63K | 0.14% | 124 |
|
|
2021
Q1 | $259K | Hold |
8,958
| – | – | 0.16% | 112 |
|
|
2020
Q4 | $327K | Hold |
8,958
| – | – | 0.23% | 95 |
|
|
2020
Q3 | $258K | Buy |
+8,958
| New | +$258K | 0.21% | 100 |
|