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 |
|