Kelly Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-55
| Closed | -$1.25K | – | 246 |
|
2024
Q2 | $1.25K | Buy |
55
+1
| +2% | +$23 | ﹤0.01% | 633 |
|
2024
Q1 | $1.17K | Buy |
54
+1
| +2% | +$22 | ﹤0.01% | 652 |
|
2023
Q4 | $1.36K | Buy |
53
+1
| +2% | +$26 | ﹤0.01% | 623 |
|
2023
Q3 | $1.04K | Buy |
52
+1
| +2% | +$20 | ﹤0.01% | 616 |
|
2023
Q2 | $1.39K | Hold |
51
| – | – | ﹤0.01% | 575 |
|
2023
Q1 | $1.53K | Buy |
51
+1
| +2% | +$30 | ﹤0.01% | 549 |
|
2022
Q4 | $1.5K | Hold |
50
| – | – | ﹤0.01% | 530 |
|
2022
Q3 | $1.44K | Buy |
50
+1
| +2% | +$29 | ﹤0.01% | 540 |
|
2022
Q2 | $1.57K | Hold |
49
| – | – | ﹤0.01% | 527 |
|
2022
Q1 | $1.62K | Buy |
49
+1
| +2% | +$33 | ﹤0.01% | 537 |
|
2021
Q4 | $1.61K | Hold |
48
| – | – | ﹤0.01% | 565 |
|
2021
Q3 | $1.34K | Sell |
48
-1,137
| -96% | -$31.8K | ﹤0.01% | 557 |
|
2021
Q2 | $47K | Buy |
1,185
+1,139
| +2,476% | +$45.2K | ﹤0.01% | 465 |
|
2021
Q1 | $1.23K | Hold |
46
| – | – | ﹤0.01% | 540 |
|
2020
Q4 | $1.36K | Buy |
46
+1
| +2% | +$29 | ﹤0.01% | 491 |
|
2020
Q3 | $1.12K | Hold |
45
| – | – | ﹤0.01% | 483 |
|
2020
Q2 | $937 | Buy |
45
+1
| +2% | +$21 | ﹤0.01% | 505 |
|
2020
Q1 | $760 | Hold |
44
| – | – | ﹤0.01% | 484 |
|
2019
Q4 | $836 | Buy |
44
+1
| +2% | +$19 | ﹤0.01% | 484 |
|
2019
Q3 | $750 | Hold |
43
| – | – | ﹤0.01% | 472 |
|
2019
Q2 | $692 | Buy |
43
+1
| +2% | +$16 | ﹤0.01% | 437 |
|
2019
Q1 | $614 | Buy |
+42
| New | +$614 | ﹤0.01% | 436 |
|