IFP Advisors’s Clearway Energy Class A CWEN.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Buy |
1,686
+18
| +1% | +$545 | ﹤0.01% | 2041 |
|
|
2025
Q1 | $47.5K | Hold |
1,668
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q4 | $40.8K | Hold |
1,668
| – | – | ﹤0.01% | 1922 |
|
|
2024
Q3 | $47.5K | Hold |
1,668
| – | – | ﹤0.01% | 1758 |
|
|
2024
Q2 | $37.8K | Hold |
1,668
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q1 | $35.9K | Buy |
1,668
+1,172
| +236% | +$25.2K | ﹤0.01% | 1711 |
|
|
2023
Q4 | $12.7K | Hold |
496
| – | – | ﹤0.01% | 2098 |
|
|
2023
Q3 | $9.88K | Hold |
496
| – | – | ﹤0.01% | 2257 |
|
|
2023
Q2 | $13.4K | Hold |
496
| – | – | ﹤0.01% | 2188 |
|
|
2023
Q1 | $9.84K | Hold |
496
| – | – | ﹤0.01% | 2289 |
|
|
2022
Q4 | $10K | Sell |
496
-189
| -28% | -$3.81K | ﹤0.01% | 3368 |
|
|
2022
Q3 | $14K | Hold |
685
| – | – | ﹤0.01% | 3377 |
|
|
2022
Q2 | $14K | Hold |
685
| – | – | ﹤0.01% | 3135 |
|
|
2022
Q1 | $14K | Buy |
685
+189
| +38% | +$3.86K | ﹤0.01% | 3135 |
|
|
2021
Q4 | $16K | Hold |
496
| – | – | ﹤0.01% | 2000 |
|
|
2021
Q3 | $14K | Buy |
496
+49
| +11% | +$1.38K | ﹤0.01% | 2076 |
|
|
2021
Q2 | $12K | Buy |
+447
| New | +$12K | ﹤0.01% | 2126 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$2K | – | 2565 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3086 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3483 |
|
|
2018
Q2 | $2K | Sell |
100
-35
| -26% | -$700 | ﹤0.01% | 3516 |
|
|
2018
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 3359 |
|
|
2017
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 3358 |
|
|
2017
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 3559 |
|
|
2017
Q2 | $2K | Buy |
135
+35
| +35% | +$519 | ﹤0.01% | 3678 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3598 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3598 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3546 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3438 |
|