Kelly Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-54
| Closed | -$1.33K | – | 245 |
|
2024
Q2 | $1.33K | Buy |
54
+1
| +2% | +$25 | ﹤0.01% | 629 |
|
2024
Q1 | $1.22K | Buy |
53
+1
| +2% | +$23 | ﹤0.01% | 646 |
|
2023
Q4 | $1.43K | Buy |
52
+1
| +2% | +$28 | ﹤0.01% | 618 |
|
2023
Q3 | $1.09K | Hold |
51
| – | – | ﹤0.01% | 612 |
|
2023
Q2 | $1.44K | Buy |
51
+1
| +2% | +$28 | ﹤0.01% | 570 |
|
2023
Q1 | $1.56K | Buy |
50
+1
| +2% | +$31 | ﹤0.01% | 547 |
|
2022
Q4 | $1.57K | Hold |
49
| – | – | ﹤0.01% | 526 |
|
2022
Q3 | $1.55K | Buy |
49
+1
| +2% | +$32 | ﹤0.01% | 536 |
|
2022
Q2 | $1.68K | Hold |
48
| – | – | ﹤0.01% | 514 |
|
2022
Q1 | $1.75K | Buy |
48
+1
| +2% | +$36 | ﹤0.01% | 529 |
|
2021
Q4 | $1.71K | Hold |
47
| – | – | ﹤0.01% | 556 |
|
2021
Q3 | $1.42K | Sell |
47
-1,181
| -96% | -$35.7K | ﹤0.01% | 553 |
|
2021
Q2 | $46K | Buy |
1,228
+1,182
| +2,570% | +$44.3K | ﹤0.01% | 468 |
|
2021
Q1 | $1.29K | Buy |
46
+1
| +2% | +$28 | ﹤0.01% | 537 |
|
2020
Q4 | $1.45K | Hold |
45
| – | – | ﹤0.01% | 487 |
|
2020
Q3 | $1.21K | Buy |
45
+1
| +2% | +$27 | ﹤0.01% | 474 |
|
2020
Q2 | $1.02K | Hold |
44
| – | – | ﹤0.01% | 498 |
|
2020
Q1 | $824 | Buy |
44
+1
| +2% | +$19 | ﹤0.01% | 480 |
|
2019
Q4 | $865 | Hold |
43
| – | – | ﹤0.01% | 482 |
|
2019
Q3 | $783 | Buy |
43
+1
| +2% | +$18 | ﹤0.01% | 471 |
|
2019
Q2 | $716 | Hold |
42
| – | – | ﹤0.01% | 435 |
|
2019
Q1 | $634 | Buy |
+42
| New | +$634 | ﹤0.01% | 435 |
|