JFS Wealth 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 | $606 | Hold |
20
| – | – | ﹤0.01% | 1661 |
|
|
2025
Q1 | $570 | Hold |
20
| – | – | ﹤0.01% | 1752 |
|
|
2024
Q4 | $489 | Hold |
20
| – | – | ﹤0.01% | 1782 |
|
|
2024
Q3 | $570 | Buy |
20
+1
| +5% | +$29 | ﹤0.01% | 1780 |
|
|
2024
Q2 | $431 | Hold |
19
| – | – | ﹤0.01% | 1824 |
|
|
2024
Q1 | $409 | Hold |
19
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q4 | $487 | Buy |
19
+18
| +1,800% | +$461 | ﹤0.01% | 1809 |
|
|
2023
Q3 | $20 | Sell |
1
-16
| -94% | -$320 | ﹤0.01% | 1956 |
|
|
2023
Q2 | $459 | Buy |
17
+7
| +70% | +$189 | ﹤0.01% | 1771 |
|
|
2023
Q1 | $301 | Sell |
10
-11
| -52% | -$331 | ﹤0.01% | 1782 |
|
|
2022
Q4 | $628 | Sell |
21
-1
| -5% | -$30 | ﹤0.01% | 1696 |
|
|
2022
Q3 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 1524 |
|
|
2022
Q2 | $1K | Buy |
20
+3
| +18% | +$150 | ﹤0.01% | 1500 |
|
|
2022
Q1 | $1K | Buy |
17
+10
| +143% | +$588 | ﹤0.01% | 1616 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1751 |
|