Sheets Smith Wealth Management’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,893
| Closed | -$584K | – | 324 |
|
|
2022
Q4 | $584K | Buy |
3,893
+124
| +3% | +$18.6K | 0.09% | 181 |
|
|
2022
Q3 | $625K | Buy |
3,769
+344
| +10% | +$57K | 0.1% | 163 |
|
|
2022
Q2 | $456K | Hold |
3,425
| – | – | 0.08% | 191 |
|
|
2022
Q1 | $475K | Hold |
3,425
| – | – | 0.07% | 221 |
|
|
2021
Q4 | $347K | Hold |
3,425
| – | – | 0.04% | 288 |
|
|
2021
Q3 | $335K | Sell |
3,425
-103
| -3% | -$10.1K | 0.05% | 280 |
|
|
2021
Q2 | $306K | Hold |
3,528
| – | – | 0.04% | 298 |
|
|
2021
Q1 | $254K | Hold |
3,528
| – | – | 0.04% | 292 |
|
|
2020
Q4 | $212K | Buy |
+3,528
| New | +$212K | 0.03% | 318 |
|