Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
6,817
+13
| +0.2% | +$416 | ﹤0.01% | 762 |
|
|
2025
Q1 | $206K | Buy |
+6,804
| New | +$206K | ﹤0.01% | 737 |
|
|
2024
Q4 | – | Sell |
-7,007
| Closed | -$215K | – | 805 |
|
|
2024
Q3 | $215K | Buy |
+7,007
| New | +$215K | ﹤0.01% | 695 |
|
|
2024
Q2 | – | Sell |
-9,641
| Closed | -$222K | – | 671 |
|
|
2024
Q1 | $222K | Sell |
9,641
-835
| -8% | -$19.2K | ﹤0.01% | 576 |
|
|
2023
Q4 | $287K | Hold |
10,476
| – | – | ﹤0.01% | 535 |
|
|
2023
Q3 | $222K | Buy |
+10,476
| New | +$222K | ﹤0.01% | 550 |
|