Summit Wealth 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	-31,643	Closed	-$1K	–	118
2023 Q1	$1K	Buy	+31,643	New	+$1K	0.02%	113
2021 Q3	–	Sell	-1,010	Closed	-$27K	–	87
2021 Q2	$27K	Hold	1,010	–	–	0.04%	66
2021 Q1	$28K	Buy	+1,010	New	+$28K	0.05%	60