IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Buy |
1,249
+1,181
| +1,737% | +$37.8K | ﹤0.01% | 2165 |
|
|
2025
Q1 | $2.06K | Hold |
68
| – | – | ﹤0.01% | 3140 |
|
|
2024
Q4 | $1.77K | Hold |
68
| – | – | ﹤0.01% | 3145 |
|
|
2024
Q3 | $2.09K | Hold |
68
| – | – | ﹤0.01% | 2906 |
|
|
2024
Q2 | $1.68K | Hold |
68
| – | – | ﹤0.01% | 2851 |
|
|
2024
Q1 | $1.57K | Sell |
68
-81
| -54% | -$1.87K | ﹤0.01% | 2755 |
|
|
2023
Q4 | $4.09K | Buy |
149
+68
| +84% | +$1.87K | ﹤0.01% | 2492 |
|
|
2023
Q3 | $1.71K | Buy |
+81
| New | +$1.71K | ﹤0.01% | 2876 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3582 |
|
|
2021
Q2 | – | Sell |
-428
| Closed | -$12K | – | 3308 |
|
|
2021
Q1 | $12K | Hold |
428
| – | – | ﹤0.01% | 2040 |
|
|
2020
Q4 | $13K | Hold |
428
| – | – | ﹤0.01% | 1945 |
|
|
2020
Q3 | $12K | Hold |
428
| – | – | ﹤0.01% | 1828 |
|
|
2020
Q2 | $10K | Buy |
+428
| New | +$10K | ﹤0.01% | 1803 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$2K | – | 2563 |
|
|
2018
Q4 | $2K | Sell |
100
-1,059
| -91% | -$21.2K | ﹤0.01% | 3085 |
|
|
2018
Q3 | $22K | Hold |
1,159
| – | – | ﹤0.01% | 2378 |
|
|
2018
Q2 | $20K | Sell |
1,159
-45
| -4% | -$777 | ﹤0.01% | 2428 |
|
|
2018
Q1 | $23K | Hold |
1,204
| – | – | ﹤0.01% | 2291 |
|
|
2017
Q4 | $23K | Hold |
1,204
| – | – | ﹤0.01% | 2287 |
|
|
2017
Q3 | $23K | Hold |
1,204
| – | – | ﹤0.01% | 2478 |
|
|
2017
Q2 | $21K | Buy |
1,204
+45
| +4% | +$785 | ﹤0.01% | 2526 |
|
|
2017
Q1 | $21K | Buy |
+1,159
| New | +$21K | ﹤0.01% | 2439 |
|