Level Financial Advisors’s Cheniere Energy CQP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-404
| Closed | -$20.1K | – | 114 |
|
2023
Q4 | $20.1K | Hold |
404
| – | – | 0.01% | 159 |
|
2023
Q3 | $21.9K | Hold |
404
| – | – | 0.01% | 149 |
|
2023
Q2 | $18.6K | Hold |
404
| – | – | 0.01% | 153 |
|
2023
Q1 | $19.1K | Hold |
404
| – | – | 0.01% | 137 |
|
2022
Q4 | $23K | Hold |
404
| – | – | 0.02% | 119 |
|
2022
Q3 | $22K | Hold |
404
| – | – | 0.02% | 129 |
|
2022
Q2 | $18K | Hold |
404
| – | – | 0.01% | 153 |
|
2022
Q1 | $23K | Hold |
404
| – | – | 0.02% | 119 |
|
2021
Q4 | $17K | Buy |
+404
| New | +$17K | 0.01% | 140 |
|