WealthPlan Investment Management’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
23,314
+3,045
| +15% | +$742K | 0.41% | 79 |
|
|
2025
Q1 | $4.69M | Buy |
20,269
+2,172
| +12% | +$503K | 0.46% | 70 |
|
|
2024
Q4 | $3.89M | Buy |
18,097
+2,270
| +14% | +$488K | 0.38% | 76 |
|
|
2024
Q3 | $2.85M | Buy |
15,827
+4,264
| +37% | +$767K | 0.29% | 87 |
|
|
2024
Q2 | $2.02M | Buy |
11,563
+4,885
| +73% | +$854K | 0.31% | 73 |
|
|
2024
Q1 | $1.08M | Buy |
6,678
+751
| +13% | +$121K | 0.16% | 94 |
|
|
2023
Q4 | $1.01M | Buy |
5,927
+705
| +14% | +$120K | 0.16% | 100 |
|
|
2023
Q3 | $867K | Buy |
5,222
+2,651
| +103% | +$440K | 0.15% | 96 |
|
|
2023
Q2 | $392K | Sell |
2,571
-2,144
| -45% | -$327K | 0.12% | 104 |
|
|
2023
Q1 | $743K | Sell |
4,715
-5,453
| -54% | -$859K | 0.13% | 100 |
|
|
2022
Q4 | $1.5M | Buy |
+10,168
| New | +$1.5M | 0.11% | 142 |
|