OTA Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,868
| Closed | -$403K | – | 13 |
|
|
2023
Q1 | $403K | Buy |
+12,868
| New | +$403K | 0.35% | 26 |
|
|
2021
Q3 | – | Sell |
-25,972
| Closed | -$687K | – | 76 |
|
|
2021
Q2 | $687K | Buy |
+25,972
| New | +$687K | 0.76% | 32 |
|
|
2017
Q3 | – | Sell |
-12,035
| Closed | -$213K | – | 62 |
|
|
2017
Q2 | $213K | Hold |
12,035
| – | – | 0.14% | 51 |
|
|
2017
Q1 | $213K | Buy |
+12,035
| New | +$213K | 0.13% | 55 |
|
|
2016
Q3 | – | Sell |
-14,562
| Closed | -$227K | – | 53 |
|
|
2016
Q2 | $227K | Buy |
+14,562
| New | +$227K | 0.17% | 67 |
|