IWA
IVC Wealth Advisors’s Cheniere Energy LNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
3,756
-136
| -3% | -$33.1K | 0.45% | 46 |
|
|
2025
Q1 | $901K | Sell |
3,892
-132
| -3% | -$30.5K | 0.48% | 48 |
|
|
2024
Q4 | $865K | Sell |
4,024
-356
| -8% | -$76.5K | 0.48% | 46 |
|
|
2024
Q3 | $788K | Hold |
4,380
| – | – | 0.43% | 52 |
|
|
2024
Q2 | $766K | Sell |
4,380
-131
| -3% | -$22.9K | 0.43% | 55 |
|
|
2024
Q1 | $728K | Sell |
4,511
-31
| -0.7% | -$5K | 0.42% | 61 |
|
|
2023
Q4 | $775K | Sell |
4,542
-164
| -3% | -$28K | 0.48% | 51 |
|
|
2023
Q3 | $781K | Buy |
4,706
+1
| +0% | +$166 | 0.52% | 51 |
|
|
2023
Q2 | $717K | Sell |
4,705
-35
| -0.7% | -$5.33K | 0.45% | 64 |
|
|
2023
Q1 | $747K | Sell |
4,740
-250
| -5% | -$39.4K | 0.53% | 56 |
|
|
2022
Q4 | $748K | Sell |
4,990
-2
| -0% | -$300 | 0.55% | 53 |
|
|
2022
Q3 | $828K | Buy |
4,992
+56
| +1% | +$9.29K | 0.67% | 42 |
|
|
2022
Q2 | $657K | Hold |
4,936
| – | – | 0.51% | 56 |
|
|
2022
Q1 | $684K | Sell |
4,936
-91
| -2% | -$12.6K | 0.45% | 59 |
|
|
2021
Q4 | $510K | Sell |
5,027
-1,079
| -18% | -$109K | 0.33% | 80 |
|
|
2021
Q3 | $596K | Sell |
6,106
-159
| -3% | -$15.5K | 0.41% | 66 |
|
|
2021
Q2 | $543K | Sell |
6,265
-83
| -1% | -$7.19K | 0.38% | 73 |
|
|
2021
Q1 | $457K | Sell |
6,348
-44
| -0.7% | -$3.17K | 0.36% | 75 |
|
|
2020
Q4 | $384K | Buy |
+6,392
| New | +$384K | 0.37% | 74 |
|