Veritable’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
Q3
Sell
-13,732
Closed -$392K 187
2023
Q2
$392K Buy
13,732
+4,412
+47% +$126K 0.01% 612
2023
Q1
$292K Sell
9,320
-2,282
-20% -$71.5K ﹤0.01% 697
2022
Q4
$370K Buy
11,602
+2,966
+34% +$94.5K 0.01% 607
2022
Q3
$275K Sell
8,636
-30
-0.3% -$955 0.01% 653
2022
Q2
$302K Buy
8,666
+1,150
+15% +$40.1K 0.01% 673
2022
Q1
$274K Buy
7,516
+715
+11% +$26.1K ﹤0.01% 744
2021
Q4
$245K Buy
+6,801
New +$245K ﹤0.01% 795