Total Clarity 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
Q4 | – | Sell |
-20,350
| Closed | -$405K | – | 238 |
|
2023
Q3 | $405K | Hold |
20,350
| – | – | 0.2% | 129 |
|
2023
Q2 | $549K | Sell |
20,350
-200
| -1% | -$5.4K | 0.27% | 94 |
|
2023
Q1 | $617K | Sell |
20,550
-1,150
| -5% | -$34.5K | 0.34% | 73 |
|
2022
Q4 | $649K | Buy |
+21,700
| New | +$649K | 0.33% | 79 |
|
2022
Q3 | – | Sell |
-2,700
| Closed | -$86K | – | 372 |
|
2022
Q2 | $86K | Buy |
+2,700
| New | +$86K | 0.04% | 335 |
|
2022
Q1 | – | Sell |
-2,600
| Closed | -$87K | – | 359 |
|
2021
Q4 | $87K | Hold |
2,600
| – | – | 0.04% | 333 |
|
2021
Q3 | $73K | Buy |
+2,600
| New | +$73K | 0.03% | 347 |
|