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Institute for Wealth Management’s Cheniere Energy LNG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
6,985
-157
-2% -$38.2K 0.19% 115
2025
Q1
$1.65M Sell
7,142
-80
-1% -$18.5K 0.21% 107
2024
Q4
$1.55M Hold
7,222
0.19% 105
2024
Q3
$1.3M Hold
7,222
0.16% 139
2024
Q2
$1.26M Hold
7,222
0.17% 130
2024
Q1
$1.16M Hold
7,222
0.15% 144
2023
Q4
$1.23M Hold
7,222
0.2% 125
2023
Q3
$1.2M Hold
7,222
0.22% 116
2023
Q2
$1.1M Sell
7,222
-1
-0% -$152 0.19% 126
2023
Q1
$1.14M Sell
7,223
-206
-3% -$32.5K 0.22% 116
2022
Q4
$1.11M Sell
7,429
-162
-2% -$24.3K 0.23% 114
2022
Q3
$1.26M Hold
7,591
0.28% 95
2022
Q2
$1.01M Hold
7,591
0.2% 127
2022
Q1
$1.05M Sell
7,591
-10
-0.1% -$1.39K 0.17% 149
2021
Q4
$771K Buy
7,601
+35
+0.5% +$3.55K 0.13% 197
2021
Q3
$739K Sell
7,566
-6
-0.1% -$586 0.13% 192
2021
Q2
$657K Sell
7,572
-54
-0.7% -$4.69K 0.12% 214
2021
Q1
$549K Buy
7,626
+122
+2% +$8.78K 0.1% 244
2020
Q4
$450K Sell
7,504
-151
-2% -$9.06K 0.09% 268
2020
Q3
$354K Hold
7,655
0.08% 285
2020
Q2
$370K Sell
7,655
-450
-6% -$21.8K 0.09% 292
2020
Q1
$272K Sell
8,105
-556
-6% -$18.7K 0.08% 293
2019
Q4
$529K Hold
8,661
0.12% 240
2019
Q3
$546K Sell
8,661
-87
-1% -$5.49K 0.14% 218
2019
Q2
$599K Sell
8,748
-323
-4% -$22.1K 0.13% 229
2019
Q1
$620K Sell
9,071
-129
-1% -$8.82K 0.13% 206
2018
Q4
$545K Buy
+9,200
New +$545K 0.22% 137
2018
Q1
Sell
-10,492
Closed -$561K 337
2017
Q4
$561K Buy
+10,492
New +$561K 0.13% 203
2017
Q3
Sell
-9,063
Closed -$441K 326
2017
Q2
$441K Buy
+9,063
New +$441K 0.12% 247