Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,025
| Closed | -$211K | – | 791 |
|
|
2023
Q1 | $211K | Hold |
7,025
| – | – | 0.01% | 657 |
|
|
2022
Q4 | $210K | Sell |
7,025
-50
| -0.7% | -$1.5K | 0.01% | 642 |
|
|
2022
Q3 | $206K | Hold |
7,075
| – | – | 0.02% | 537 |
|
|
2022
Q2 | $226K | Sell |
7,075
-260
| -4% | -$8.31K | 0.02% | 508 |
|
|
2022
Q1 | $244K | Hold |
7,335
| – | – | 0.02% | 531 |
|
|
2021
Q4 | $246K | Buy |
7,335
+230
| +3% | +$7.71K | 0.02% | 501 |
|
|
2021
Q3 | $200K | Buy |
+7,105
| New | +$200K | 0.02% | 510 |
|